Allan F. Gibbins

Provides investment advice

Provides investment advice

LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based.

KSAM is an active manager and is not tied to any ideology such as 'value' or 'growth'. Their investment approach to equities and fixed-income is active and the team aims to deliver a return exceeding the benchmark. Fund managers have broad specializations, and cover equities in all the major markets, UK gilts and index-linked bonds, international government and supranational bonds and UK and international corporate fixed-income securities. ^KSAM's specialist cash management team aims to deliver an optimized return in a low risk, liquid environment by using certificates of deposit, treasury bills, floating rate notes and short-dated gilts. The firm manages personal portfolios according to clients' ethical and financial criteria, and they also run two funds. The Ethical Balanced Income Fund is a cautiously managed ethical fund that generates income, and the Green Solutions Fund is a global fund that only invests in companies providing solutions to social and environmental challenges The firm offers a full range of fixed-income asset management services including government bonds, corporate bonds and index-linked securities over the full spectrum of maturities from cash to 50-year bonds. The firm has in-house ethical investment capability.