Volare Falcon Fund Accumulation
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP
Before investing please read:
Management
| Name of company | LGT Wealth Management UK LLP |
| Phone | - |
| Website | - |
| Address | Capital Square, 58 Morrison Street Edinburgh - United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 13/11/1998 |
Managers
| Fund manager | John Ewen |
| Manager start date | 01/09/2014 |
| Biography | - |
| Fund manager | Catriona Blackwell |
| Manager start date | 13/07/2011 |
| Biography | Catriona joined Newton as a graduate trainee in 2006 after graduating from the University of Bristol with a BA Honours in History. Since then she has completed the Investment Management Certificate qualification and is Level 2 candidate in the Chartered Financial Analyst program. Since joining Newton Catriona has worked as part of the team looking after offshore and international clients and manages a variety of individual, company and trust portfolios. |
| Fund manager | Alexandra Dick |
| Manager start date | 31/08/2014 |
| Biography | - |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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