Born in Woking, near London
May 1958
Joins Philip Hill, the investment trust specialist, where she works for five years
1979
Joins Ecclesiastical Investment Management (later renamed EdenTree) as an investment analyst
1984
Launches what is now known as the EdenTree Responsible and Sustainable UK Equity fund, one of the first ethical equity funds in the UK, and runs the fund until June 2022. Joined by Ketan Patel in September 2016
1988
Launches the Responsible and Sustainable Global Equity fund, which she manages until 2008, and the Responsible and Sustainable European Equities fund, managing it until 2007. Also becomes director of group investments
1999
Starts managing the EdenTree UK Equity Opportunities fund until September 2003
2000
Receives her first Citywire rating, an A
Sep.
2002
Starts a 47-month streak as a Citywire-rated manager, with 46 of these an A rating or better
Aug. 2012
Ecclesiastical rebrands as EdenTree Investment Management
2015
Retires from fund management, handing the UK Equity fund to Ketan Patel. Remains non-executive deputy chair
Jun. 2022
