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GAM Star Cautious C USD Acc

Managed by

Charles Hepworth

Charles Hepworth works at GAM Holding AG where he runs mixed asset and equity strategies. Before joining GAM in 2012, he worked at Quilter Cheviot for 18 years, at Albert E Sharp for two years (1992-1994) and at SG Warburg for one year. The GAM Star Growth fund under his management is a multi-asset strategy so it seeks investments in all assets classes, other funds and in all capitalisation sectors. Charles holds a bachelor of science in biotechnology from Leeds University. He is also a CAIA charterholder, CFA and CISI.

James McDaid

James McDaid is an investment manager and a member of the Multi Asset Class Solutions (MACS) Investment Team at GAM. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was an investment manager at Quilter Cheviot, managing private client portfolios and client relationships. He started at Quilter as an assistant fund manager in 2001, focusing on Asia-Pacific and Japanese equity markets. He began his career as a dealer at TD Waterhouse Investor Services. James McDaid is a CFA and CAIA charterholder, a Chartered Wealth Manager and holds a BA in Accountancy and Finance.

Objective

The investment objective of the Fund is to seek to achieve long term capital growth with lower volatility than a fund which invests solely in equities. The Fund aims to achieve this investment objective primarily through investment in open-ended collective investment schemes which provide exposure to equities, Fixed Income Securities, property, commodities and currencies. The Fund will gain exposure of a minimum of 30% of its net assets to Money Market Instruments and collective investment schemes which invest in Fixed Income Securities. Investment by the Fund in equity long only funds will range from 20-60% of its net assets. The Fund will not invest directly in property or commodities.

This fund is not currently tracked by Citywire in Jersey View performance globally

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Gibraltar
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

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