SVS Heritage Balanced A Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Heritage Capital Management Ltd (UK) |
| Phone | - |
| Website | - |
| Address | Broadway House, Tothill Street,London,SW1H 9NQ - London United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 01/12/2016 |
Managers
| Fund manager | Graeme Olsen |
| Manager start date | 01/12/2016 |
| Biography | Graeme Olsen qualified as a Chartered Accountant with Ernst & Young in 1994 after graduating with a degree in Chemistry and Law. He has subsequently specialised in investment management, initially at a leading international fund management group (INVESCO) and since 1996 at Heritage. Graeme qualified through the UK Society of Investment Professionals (now the CFA Institute) and is responsible for advising the Heritage Managed Portfolio Fund, the SVS Heritage Balanced Portfolio Fund. |
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