Our fund managers

Neil Woodford

Omnis Income & Growth Fund

Neil Woodford is one of the most respected fund managers in the UK. His disciplined, valuation-oriented approach has consistently delivered outstanding long-term performance to his clients.

He was a pivotal part of the UK equities team at Invesco Perpetual for more than 26 years, fine-tuning his distinctive approach and making his mark on the investment industry. He was appointed a Commander of the Order of the British Empire (CBE) in 2013 for services to the economy.

Bish Limbu

Omnis Alternative Strategies Fund | Multi-Manager | Omnis Multi-Manager Distribution Fund

Bish has over 19 years’ experience in manager research and portfolio/fund management including previous roles at Bestinvest Brokers and Barclays Wealth. He graduated with a BA Honours in Engineering and Computing Science from Oxford University, is a CFA charterholder and a member of the Securities Institute.

Simon Reynolds

Omnis Alternative Strategies Fund | Multi-Manager

Simon has over 16 years’ experience in manager research and portfolio/fund management, having held roles at Mercer, AXA, Barclays Wealth and ipac (an Australian multi manager) He is an ASIP member of the UK Society of Investment Professionals having passed the Associate level IIMR exams. He has a BA Honours in Economics & Management Studies from the University of Leeds.

Cédric de Fonclare

Omnis European Equity Fund

Cédric de Fonclare joined Jupiter in 1999 and moved to the European department in April 2000. He has been managing assets since 2001 and Jupiter European Opportunities SICAV since January 2003.

In July 2005, Cédric became manager of the Jupiter European Special Situations Fund. Cédric studied at La Sorbonne University in Paris where he gained a degree in International Business Administration.

Ross Teverson

Omnis Emerging Markets Equity Fund

Ross Teverson joined Jupiter in November 2014 and assumed management of the Omnis Emerging Markets Equity Fund from Kathryn Langridge, who had managed the Fund from inception.

Ross joined Jupiter in 2014 as Head of Strategy, Global Emerging Markets. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a Global Emerging Markets Equity Fund. During this time, Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. 

He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area.

Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Jeff Rottinghaus

Omnis US Equity Fund

Jeff Rottinghaus has 14 years of investment experience, 13 of which have been with T. Rowe Price. Prior to joining the firm in 2001, he was a financial consultant with Ernst & Young as well as a former part owner of the software consulting firm Kelly-Levey & Associates. Jeff is a portfolio manager in the US Equity Division of T. Rowe Price, President of the US Large-Cap Core Equity and Growth & Income Equity Strategies and Chairman of the strategies' Investment Advisory Committees. He is also a Vice President of T. Rowe Price Group, Inc. Jeff earned a B.S. in business administration from Bowling Green State University and an M.B.A. from the University of Pennsylvania, The Wharton School. He is also a certified public accountant.

Paul Flood

Omnis Multi-Asset Income Fund

Paul Flood is a fund manager with Newton Investment Management Limited, a boutique investment company within the BNY Mellon Group. He is the lead manager of the Newton Multi-Asset Diversified Return Fund, and provides leadership and analysis on asset allocation, alternatives and derivatives for the wider house.

Paul is chairman of the derivatives process group, and a member of the asset class strategy group. He joined Newton in 2006, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. Paul attended St Andrews University and is a CFA Charterholder.

Alasdair Ross

Omnis Sterling Corporate Bond Fund

Alasdair Ross joined Columbia Threadneedle in 2003 and is Head of Investment Grade Portfolio Management and lead portfolio manager for UK, European and Global credit portfolios.

Between joining the company in 2003 and becoming a portfolio manager in 2007, Alasdair had responsibility for covering the technology, media, telecommunications, utility and energy sectors, as well as the sterling whole business securitisation sector. Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles. 

Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford. He also holds the Chartered Financial Analyst designation.

Alex Lyle

Managed

Alex Lyle is Columbia Threadneedle’s Head of Managed Funds. In 1980, he joined Hambros Bank’s unit trust division, which was acquired by Allied Dunbar in 1981 and subsequently became part of Threadneedle Investments in 1994. He managed UK equity portfolios for more than 20 years. He was appointed joint head of Threadneedle’s Pan European equity team in December 1999 and then Head of Managed Funds in May 2003. In this role he takes responsibility for a large number of our managed funds, is a member of the asset allocation committee and is a key investment contact between Columbia Threadneedle and some of our major clients.

Dave Chappell

Omnis UK Gilt Fund

Dave Chappell joined Columbia Threadneedle when it acquired Scudder Investments in 1997. He is a Senior Portfolio Manager in the interest rate and currency team within Fixed Income and plays a key role in US and UK rate and economic forecasting.

Dave joined Scudder as a Fixed Income Dealer before becoming an Insurance Asset Portfolio Manager in 1997.

Dave is responsible for managing a broad range of US and UK fixed income mandates for insurance companies and several global government portfolios.

Claudio Ferrarese

Omnis Strategic Bond Fund

Claudio Ferrarese is portfolio manager at Fidelity International and has co-manager responsibility for the company’s total return franchise. He joined Fidelity in 2006 as part of the quantitative research team, where his main responsibility was portfolio construction and trade idea generation in credit, rates, FX, structured credit and credit options. Prior to joining Fidelity he worked as a structured finance analyst at Capitalia Banking Group, Rome.

Tim Foster

Omnis Strategic Bond Fund

Tim Foster is a portfolio manager of Fidelity International’s money market, inflation linked and total return bond disciplines. He joined the company in 2003 as a quantitative analyst and became a portfolio manager in 2007. Through this time he has widened his portfolio management responsibility beyond short-dated portfolios, including into corporate and inflation-linked bonds.

Colin Morton

Omnis UK All Companies Fund

Colin Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. He joined Rensburg in 1988 as a private client executive, before becoming an investment manager in 1991. He began his career in 1983 as a trainee stockbroker with Wise Speke & Co. Colin is lead manager for the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund and is co-manager of the Franklin UK Managers’ Focus Fund.

Richard Bullas

Omnis UK Smaller Companies Fund

Richard Bullas joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011.

Richard joined Rensburg as a trainee fund manager in 2000. He was promoted to Assistant Fund Manager three years later and then Fund Manager and Associate Director in 2006. He began his career as an auditor at a chartered accountant.

Richard is co-manager on the Franklin UK Smaller Companies Fund and manages the Smaller Companies portion of the Franklin UK Manager's Focus Fund.

Martin Cholwill

Omnis UK Equity Income Fund

Martin Cholwill, senior fund manager, joined Royal London Asset Management (RLAM) in February 2005 to focus solely on managing the Royal London Equity Income Fund. He began his fund management career in 1983, spending 21 years working for AXA Investment Managers, managing a wide variety of UK equity mandates. In 1996 he took over managing AXA’s UK Equity Income Fund which he ran successfully until joining RLAM.

Andrew Rose

Omnis Japanese Equity Fund

Andrew Rose began his investment career as a Japanese Equity Analyst when he joined Schroders in 1981. He was based in the Tokyo office from 1984 to 1987 before returning to the London office to manage Japanese equity investments for European clients.

Andrew was appointed Joint Head of the Japanese Equity team in 1999 with overall responsibility for smaller company investment in Japan. He spent another five years in the Tokyo office between 2001 and 2006 as Schroders' Head of Japanese Equities.

Andrew has a degree in Japanese & Politics from the University of Sheffield and a postgraduate degree in International Economics from Kobe University in Japan.

Masaki Taketsume

Omnis Japanese Equity Fund

Masaki Taketsume started his investment career in 1994 as a Portfolio Manager at Nikko Investment Trust Management. He moved to Deutsche Asset Management in 1998 and held various roles including US Equity Fund Manager, US Equity Research Analyst and Japanese Equity Research Analyst. Masaki spent two years with Deutsche Securities Inc between 2005 and 2007 as a Japanese Equity Research Analyst covering the Industrial Electronics sector and then joined Schroders’ Tokyo office as Research Analyst covering technology stocks.

Masaki holds a BA in Economics from Keio University in Japan. He is a CFA charter holder and Chartered Member of the Security Analysts Association of Japan (CMA).

Paul Grainger

Omnis Global Bond Fund

Paul Grainger joined Schroders in 2015 as a Senior Portfolio Manager in the Fixed Income team, based in London. His earlier career began in 1995 within the BZW Securities graduate training programme where he rotated through Fixed Income sales and trading and into asset management at Barclays Global Investors.  In 1999 he moved to Gartmore as a Senior Portfolio Manager and then moved to F&C Asset Management in 2003.  In 2006 he moved to Wellington Management as a Portfolio Manager and latterly in 2014, co-founded a financial technology firm named yoyoDATA before moving to Schroders in 2015.   Paul graduated from Exeter University in 1995 with a B.A. in Economics and European Studies and he is a Member of the United Kingdom Society of investment professionals and a CFA Charterholder.

Ezra Sun

Omnis Asia Pacific (ex-Japan) Equity Fund

Ezra Sun is the Fund Manager of Asian strategies at Veritas Asset Management LLP. He joined the partnership in 2004. Previously, Ezra was the Director of Investment Management and the Investment Leader of Asia at Newton Investment Management from 1995 to 2004 in charge of Newton’s Asia Pacific fund range including the Newton Oriental Fund and Mellon Asia Equity Fund.

Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University.