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Manager factsheet
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Manager profile
Phoebe became Head of Sustainable Investing in 2020 having launched the Sustainable Model Portfolio Service at LGT Wealth Management in 2018 and taken over management of the Verus Sustainable Balanced fund. Phoebe is hugely passionate about sustainability, and is on a mission to educate clients about the impact they can have with their money. Phoebe joined LGT Wealth Management from RBS Wealth where she was involved in managing discretionary portfolios. Phoebe holds a BA in Economics and Chinese from Nottingham University. She holds the PCIAM and CFA's Certificate in ESG Investing.
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Annualised total return over 8.5 years |
+3.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Phoebe Stone |
5.1 |
12.8 |
22.6 |
24.5 |
- |
Peer Group Composite
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5.1 |
15.4 |
35.0 |
37.3 |
- |
| Over / Under |
0.0 |
-2.6 |
-12.4 |
-12.8 |
- |
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Total return for Phoebe Stone
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Discrete calendar year performance : Phoebe Stone
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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