Joined investment industry: 2012
Joined Aviva Investors: 2012
Main responsibilities
Charlotte manages the Aviva Investors UK Listed Small and Mid-Cap Fund and co-manages the Stewardship UK Equity and Stewardship UK Equity Income Funds. She is also a co-manager on the Aviva Investors UK Listed Equity High Alpha Fund and has lead sector coverage responsibility for Healthcare Equipment & Services, Food & Staples retailing, Retailing, and Consumer Durables & Apparel.
Experience and qualifications
Charlotte joined Aviva Investors in June 2012 providing analytical and research coverage of the UK Retail and Leisure sectors. In September 2015 she progressed to co-manager on the UK Opportunities Fund. Charlotte was appointed Fund Manager on the UK Growth Fund in January 2016.
She holds a BSc in Business Administration from the University of Bath and has completed all levels of the CFA® Program.
