Ninety One UK Limited
Firm details
- Headquarters
- London,
- CRD number
- 158310
- Registered since
- March 30, 2012
- Website
- ninetyone.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., HSBC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles46.2%
- Other18.88%
- Sovereign Wealth Funds11%
- Pension & Profit Sharing Plans8.68%
- Other Investment Advisers7.47%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ninety One UK Limited is an institutional investment adviser that registered with the SEC in 2012. The firm primarily serves institutional clients and operates under a fee model that combines a percentage-of-AUM fee with performance-based components. Its regulatory and business profile includes CPO/CTA activity and portfolio management for pooled investment vehicles and for businesses or institutions; the firm also provides selection-of-other-advisers services. Ownership is characterized as a foreign entity/individual. Ninety One UK Limited identifies as an active ESG investor and is not presented as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents9%
- Sovereign Bonds8%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds6%
Owners & executives
3 of 4
Hendrik Du Toit
Chief Executive OfficerCRD 4391762
John Green
Chief Commercial OfficerCRD 6026378
John Mcnab
Co-Chief Investment OfficerCRD 5704827
Contacts
3 of 6
Kim Mcfarland
Finance DirectorCRD 4373937
Richard Brearley
Head of ComplianceCRD 6517556
Nigel Smith
Managing DirectorCRD 7384180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$250M in ETFs
88%
$221M
12%
$29.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $63.5M | 3,106,718 | 25.40% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 55 Gresham St
- Office locations
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