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 current has £902 billion in assets (as at 31/12/2016).
Current mandate: Index-linked gilts.
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment.
Artisan’s autonomous investment teams manage a range of active investment strategies that are diversified by market capitalisation, region and investment style. Total Firm Assets $103.8bn (as of 31/03/2017).
Current mandate: Global 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 invest over £344 billion (as at 31/12/2016).
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 £158 billion (as at 31/03/17) under management and advice in specialist equity, fixed income and multi assets portfolios.
Current mandate: Diversified Growth Fund.
Newton are a London-based, global investment management firm who offer actively managed, global investment. Newton has more than three decades of global investment experience.
Assets under management: £54.5bn (as at 31/03/2017).
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 £30.8 billion under management (as at 30/09/2017).
Current mandate: Multi-asset Credit Fund
Columbia Threadneedle are a global asset manager. Columbia has assets of £369 billion under management (as at 31/12/2016).
Current mandate: Property Unit Trust.
Partners Group is a global private markets investment manager and have $57 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.
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.