Timothy Scholefield

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

CT UK Capital & Income Investment Trust Plc is a closed-end investment fund company. Its investment objective is to secure long-term capital and income growth from a portfolio consisting of Financial Times Stock Exchange (FTSE) all-Share companies. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Allianz Technology Trust Plc operates as a closed-end investment fund, which invests principally in the equity securities of quoted technology companies with long-term capital growth. It seeks to hold companies that creates shareholder value through the introduction of a new product or new technology. The company was founded on October 18, 1995 and is headquartered in London, the United Kingdom.

Fidelity Asian Values Plc is a closed-end investment fund, which engages in investing in a diversified portfolio of companies listed on stock markets in the Asian Region. Its objective is to achieve long term capital growth principally from the stock markets of the Asian Region excluding Japan. The company was founded on April 2, 1996 and is headquartered in Tadworth, the United Kingdom.

abrdn UK Smaller Cos. Growth Trust Plc is an investment trust, which engages in the portfolio consisting mainly of United Kingdom. It offers an actively managed portfolio of equity shares of smaller and mid-sized companies. The company was founded on July 9, 1993 and is headquartered in Edinburgh, the United Kingdom.

Jupiter Unit Trust Managers Ltd. provides investment and financial services. It offers unit trusts, investment trusts, pension funds, offshore funds and other asset management vehicles including savings accounts. The company headquartered in London, UK.

Invesco Bond Income Plus Ltd. operates as a closed-end investment fund/investment trust. Its investment objective is to seek to obtain both high income and capital growth from investment, predominantly in high-yielding fixed-interest securities. The company was founded on May 31, 1991 and is headquartered in St. Helier, the United Kingdom.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.