The following investment fund managers have specific mandates for the Trust’s current investment portfolio.
Legal & General Investment Management (LGIM) is a global asset management business, managing investments on behalf of institutional and retail customers. LGIM offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies. LGIM had £1.4 trillion in assets under management as at 31/12/2021. Current mandate: Index-linked gilts and Passive Equity.
Aviva Investors is a global asset manager with expertise in real estate, fixed income, equity, multi-asset and alternative investments. Aviva investment spans major markets, where they currently manage £253 billion (as at 31/03/2022). Current mandate: Long Lease Property.
Baillie Gifford & Co is a global, independent investment manager, managing pension funds, investment trusts, unit trusts and ISAs. Currently Baillie Gifford has £277 billion under management and advice in specialist equity, fixed income and multi assets portfolios. Current mandate: Diversified Growth Fund.
Ruffer are a global investment manager with offices in London, Edinburgh, Hong Kong and Guernsey. Ruffer have assets of £26 billion under management (as at 30/06/2022). Current mandate: Real Return Fund.
Hermes are a global investment manager, originally founded as the in-house manager for the BT Pension Scheme. Hermes have assets of US$632 billion under management (as at 30/06/2022). Current mandate: Multi-asset Credit Fund
Columbia Threadneedle are a global asset manager. Columbia has assets of US$699 billion under management (as at 31/03/2022). Current mandate: Property Unit Trust.
Partners Group is a global private markets investment manager and currently have US$131 billion in assets under management. Partners realise potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. Current mandate: Infrastructure.
Barings is a global investment manager sourcing differentiated opportunities across public and private fixed income, real estate and specialist equity markets. As at 31 March 2022, Barings have US$371 billion in assets under management. Current mandate: Private Credit.
In accordance with Articles 59 and 60 of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001 (FSMA) The Golden Charter Trust has appointed an independent fund manager, Aubrey Capital Management Limited to manage the investments of the Trust. The independent fund manager does not have any mandate for, or interest in, the underlying investments.