![Charlotte Yonge](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlotte Yonge
Directeur en chef des Investissements chez
PERSONAL ASSETS TRUST PLC
Profil
Charlotte Emma Rosealeen Yonge is currently Senior Fund Manager at Troy Asset Management Ltd. since 2023 and Co-Investment Manager at Personal Assets Trust Plc.
Formerly, Ms. Yonge was an Investment Associate at Ruffer LLP from 2010 to 2013.
Education includes graduation from the University of Cambridge in 2010.
Postes actifs de Charlotte Yonge
| Sociétés | Poste | Début |
|---|---|---|
| PERSONAL ASSETS TRUST PLC | Directeur en chef des Investissements | - |
Troy Asset Management Ltd.
 Troy Asset Management Ltd. Investment ManagersFinance Troy aims to protect investors’ capital and increase its value over the long-term. The firm manages a focused range of investment strategies covering multi-asset, UK equity income, global equity and global equity income. Also, they offer an exclusion-based ethical capability. Their vehicles can be accessed through UK domiciled funds, Irish domiciled funds and investment trusts. Troy conducts thorough research, and manages concentrated, low-turnover portfolios of their best ideas. Their approach is to invest with an absolute return mindset, unconstrained by any benchmark. | Analyst-Equity | 01/02/2013 |
Anciens postes connus de Charlotte Yonge
| Sociétés | Poste | Fin |
|---|---|---|
Ruffer LLP
 Ruffer LLP Investment ManagersFinance Ruffer aims to deliver consistent positive returns – whatever happens in financial markets. The firm actively manages investments, mainly in conventional assets, and operates freely, without restrictive benchmarks. In all they do, they seek to be responsible investors, integrating environmental, social and corporate governance (ESG) issues into their investment process. Ruffer always holds investments in what they call growth and protection. They hold these alongside each other, changing the allocation to each over time. The growth assets are typically equities. The protective assets are usually a combination of conventional and index–linked bonds, currencies, derivatives and exposure to commodities. | Corporate Officer/Principal | 01/04/2013 |
Formation de Charlotte Yonge
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ruffer LLP
Ruffer LLP Investment ManagersFinance Ruffer aims to deliver consistent positive returns – whatever happens in financial markets. The firm actively manages investments, mainly in conventional assets, and operates freely, without restrictive benchmarks. In all they do, they seek to be responsible investors, integrating environmental, social and corporate governance (ESG) issues into their investment process. Ruffer always holds investments in what they call growth and protection. They hold these alongside each other, changing the allocation to each over time. The growth assets are typically equities. The protective assets are usually a combination of conventional and index–linked bonds, currencies, derivatives and exposure to commodities. | Finance |
Troy Asset Management Ltd.
Troy Asset Management Ltd. Investment ManagersFinance Troy aims to protect investors’ capital and increase its value over the long-term. The firm manages a focused range of investment strategies covering multi-asset, UK equity income, global equity and global equity income. Also, they offer an exclusion-based ethical capability. Their vehicles can be accessed through UK domiciled funds, Irish domiciled funds and investment trusts. Troy conducts thorough research, and manages concentrated, low-turnover portfolios of their best ideas. Their approach is to invest with an absolute return mindset, unconstrained by any benchmark. | Finance |
Personal Assets Trust Plc
 Personal Assets Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Cambridge
 University of Cambridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
