Overview

Fund Manager

James Sanders

James is a portfolio manager and research analyst at Green Ash Partners. Over his 10+ years at the firm, James has overseen the fundamental analysis underpinning single stock and corporate bond holdings within Green Ash’s family of managed accounts and UCITs funds, and is also responsible for the construction of thematic equity exposure. James is a member of the Investment Committee, and manages the Horizon fund. Prior to joining Green Ash in 2013, James worked at Morgan Stanley, providing analytics and investment advice to fund managers and large family offices in EMEA. His role covered a wide variety of advisory and discretionary investment mandates, spanning equities, fixed income, commodities and FX. James holds an Investment Management Certificate (IMC) and a Certificate in ESG Investing from the CFA Institute, and has a BA Hons degree in Philosophy from University College London.

Fund Information

Investment Objective

The fund invests in global equities that provide exposure to secular growth themes by investing in the leading companies of the future.

Accounts date

Financial year-end 31st December.

Price reporting

As well as on this site, prices are published daily on Bloomberg and by other third party data providers.

Investment Manager

Green Ash Partners LLP, Authorised and Regulated by the Financial Conduct Authority.

Accounts date

Financial year-end 31st December.

Administrator

Credit Suisse Luxembourg

Depositary

Credit Suisse Luxembourg

Auditors

PWC

PEPs / ISAs

Accepted – excluding Mini ISAs.

Key Details

Fund Manager

James Sanders

Fund inception

15-July-21

Strategy

The fund invests in global equities that provide exposure to secular growth themes by investing in the leading companies of the future.

Structure

UCITS

Domicile

Luxembourg

Base currency

USD

Region focus

Global

Share classes

USD, GBP, AUD