The name of the individual or individuals who are employed by the advisor or subadvisor who are directly responsible for managing the portfolio. Other terms that may appear in this column include the following:
This term appears when more than two persons manage, and they manage independently. Where this term is used, quite often the product has divided net assets in set amounts among the individual managers. In most cases, multiple managers are employed at different subadvisors or investment firms.
This is used when there are more than two persons involved in management, and they manage together, or when the product strongly promotes its team-managed aspect.
This information is taken directly from the prospectus, surveys, or official press releases.