Morley adds to property team

Article date: 18 March 2003

Morley Fund Management (Morley), one of the UK's largest fundmanagers, continues to expand its property division with theappointment of three new team members in February:

Helen Batten has been appointed to the role of an asset managerfor the Morley Pooled Pensions Fund. Helen joins having spent fiveyears at King Sturge where she was a senior associate. Previously,she was a surveyor at Dunlop Heywood and then Drivers Jonas.

Julian Cobourne, joins as an asset manager in the Linked Lifefund team. Previously he worked for both Somerfield Stores and TheJohn Lewis Partnership where he was responsible for propertymatters relating to the trading and non-trading portfolio. He hasalso worked for Jones Lang LaSalle where he gained substantialexperience in the Fund Management, Investment Sales, Valuation andProperty Management departments.

Rachel Portlock, joins Morley as a research analyst fromHenderson Global Investors where she was a senior manager, Europeanproperty client services. Previously, she was head of research,continental European property. Rachel's experience also includesworking at the Investment Property Databank (IPD) as a SeniorAnalyst.


For further information please contact:
Fiona Baker, Head of Corporate Communications 020 7809 8617 MorleyFund Management

Notes to Editors

Morley Property

Morley manages in excess of £10 billion of UK property assetsand is one of the largest property investment managers in the UK.Morley has a Property team of over 70 personnel, including over 45investment professionals. Specialist teams cover all UKoccupational and investment markets. The Morley Property Team has along and consistent record of innovation:

  • In the early 1990s, the team broke new ground by setting up anAuthorised Property Unit Trust, one of only two in the UK.
  • The team were also one of the first to develop mixed directand indirect property mandates, including the utilisation of aFund of Funds approach.
  • More recently, the team has developed a range of highlyfocused, specialised indirect vehicles concentrating on differentsectors of the property market. These include an industrial fund,retail warehouse fund, shopping centre fund, nursing-home fund,serviced office fund, private finance initiative fund, retirementhousing fund and a residential trading fund.

Morley Fund Management

Morley Fund Management ('Morley') is an independently managed,London based, asset management business with over £105 bn undermanagement (as at 31.12.02). It actively manages a diverse range ofasset classes and has investment management operations in London,Tokyo and Singapore and an associate office in Boston*.

Morley is a wholly owned subsidiary of the Aviva Group andmanages both institutional and retail funds under the Morley brand.It also acts as investment manager for a range of retail investmentfunds, marketed in the UK by Norwich Union, and international fundsmarketed under the Privilege Portfolio brand.


Fund Manager of the Year - Pensions Week Awards 2002
Specialist Manager of the Year - UK Pensions Awards 2002
Insurance Fund Manager of the Year (awarded to Norwich Union) -Standard and Poor's 2002
Sustainable and Ethical Investment and Asset Management Award -Liveable City Awards 2002

*Norwich Union Investment Management, an Aviva Group companyFurther information about Morley Fund Management can be found

Issued by Morley Fund Management Limited and Morley InvestmentServices Limited.

Morley Fund Management is a business name of Morley FundManagement Limited, registered in England No. 1151805 and MorleyInvestment Services Limited, registered in England No. 1973412.Both are members of the Norwich Union Marketing Group, members ofwhich are regulated in the UK by the Financial Services Authorityfor life assurance, pensions and investments. Morley InvestmentServices Limited is a member of the Investment ManagementAssociation. Registered Offices: No. 1 Poultry, London EC2R 8EJ.Both are Aviva companies.

For institutional correspondence please contact us at MorleyFund Management, No. 1 Poultry, London EC2R 8EJ, for retailcorrespondence please contact us at Morley Fund Management, PO Box6056, Basildon SS15 5UU.

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