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MI Hawksmoor Vanbrugh Fund Class C - Accumulation (GBP)

Sell:166.71p Buy:166.71p Change: 0.34p (0.20%)
Prices as at 17 April 2025
Sell:166.71p
Buy:166.71p
Change: 0.34p (0.20%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 17 April 2025
Sell:166.71p
Buy:166.71p
Change: 0.34p (0.20%)
Prices as at 17 April 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/04/20 to 17/04/21 17/04/21 to 17/04/22 17/04/22 to 17/04/23 17/04/23 to 17/04/24 17/04/24 to 17/04/25
Annual return 17.10% 6.79% -2.87% 4.35% 3.14%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Ben Mackie
Manager start date: 1 January 2022
Manager located in: Exeter

Ben was born in 1978 and graduated from the University of Sheffield in 2000 with an honours degree in History and Politics. Having begun his investment career in London working as a Portfolio Manager for Barclays Wealth, he relocated home to the Westcountry in 2009 spending 7 years with Charles Stanley where he sat on the firms structured product and investment strategy committees. He moved to Brooks Macdonald as an Investment Director in 2016 with responsibility for private client portfolios and intermediary relationships. Ben joined Hawksmoor in 2019 as a Fund Manager and helps manage the Vanbrugh, Distribution and Global Opportunities Funds, in February 2024 Ben was promoted to Senior Fund Manager. He is a Fellow of the Chartered Institute for Securities and Investment.

manager photo
Manager Name: Dan Cartridge
Manager start date: 1 April 2024
Manager located in: TBC

Dan Cartridge joined Hawksmoor Investment Management in November 2016 and is a Fund Manager on the Hawksmoor Vanbrugh, Distribution, and Global Opportunities Funds. Dan has a first-class degree in Mathematics with Finance from the University of Exeter, holds the Investment Management Certificate and has passed Level 1 of the CFA programme.

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Manager Name: Daniel Lockyer
Manager start date: 1 June 2009
Manager located in: Exeter

Daniel Lockyer has been involved in the investment management industry for more than 25 years. He began his investment career in 1998 with Abbey Life Investment Services in Bournemouth, before joining Christows Stockbrokers. He was then a founding member of iimia in 2002 where he was awarded the prestigious Investment Week Fund Manager of the Year Award in 2008 for his stewardship of the iimia Income fund. He joined Hawksmoor in June 2009 and now serves as co-manager of the Vanbrugh, Distribution and Global Opportunities Funds.

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Manager Name: Ben Conway
Manager start date: 1 January 2014
Manager located in: Exeter

Ben Conway was born in 1979 and graduated in 2002 from Trinity College, Cambridge with a degree in Economics. He joined the graduate program of Deutsche Bank in London and specialised in Japanese equities having spent his gap year teaching English with Project Trust in rural Japan. He moved to Merrill Lynch in 2004, where he became a Director of Japanese Equities. In 2008 Ben left the City and moved to Sydney to help start-up an energy consultancy with two close friends. Ben returned to the UK in July 2010, relocating to the South West and joining Hawksmoor. He has worked on the Fund Management team since 2011 and been a co-manager of the Vanbrugh, Distribution and Global Opportunities Funds since January 2014. Ben is now Chief Investment Officer & Head of the Fund Management Team.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account