Iona is a Senior Investment Manager having joined JM Finn from AXA Investment Managers in 2004. She works alongside William Doe managing a variety of portfolios on behalf of private clients, pension funds, companies, trusts and investment bonds. She also has responsibility for US collective funds at J M Finn, producing its recommended and monitored lists in this space. Iona has a degree from Edinburgh University, is a Fellow of the Chartered Institute for Security and Investments and holds the Investment Management Certificate and CISI Diploma in Investment Management. Iona is a keen sportswoman and enjoys field sports, horse riding, tennis and skiing.
Iona was named in Citywire’s 2016 & 2015 Top 100 most influential fund selectors.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.