MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the VT Halo Global Asian Consumer Fund is to achieve annualised total return before fees of 8 – 12% over an economic cycle (5-7 years typically). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over that or any period. The Sub-fund aims to meet its investment objective primarily by investing in a portfolio of stocks quoted across the globe that have at least 35% of their revenues or profits coming from emerging markets, with the majority of the emerging market exposure coming from Asia. The Sub-fund may also invest in other collective investment schemes, transferable securities, money market instruments, deposits, cash and near cash. There will be no particular emphasis on any industry or economic sector.

Fund Managers

Andrew Williamson-Jones

Andrew Williamson-Jones, Managing Director and portfolio manager, is a member of the Global Equity team within the Fundamental Equity division of BlackRock's Portfolio Management Group. He is responsible for covering the energy, materials and utilities sectors.Mr. Williamson-Jones' service with the firm dates back to 2003, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Williamson-Jones was a senior portfolio manager for the Private Investors UK equity team and research analyst responsible for covering the food, beverages and tobacco sectors for the UK institutional equity team. Prior to joining MLIM in 2003, Mr. Williamson-Jones worked with Singer and Friedlander for six years as a senior investment manager with a dual role as the analyst for the UK pharmaceuticals and healthcare sectors.Mr. Williamson-Jones is a chartered accountant. He earned a BSc degree, with honours, in economics from Southampton University in 1993.