Our team

John Evans

Independent Non-Executive Director – Chairman

John has over 40 years of experience in the Investment Trust sector as both as a manager and subsequently as a Director and Chairman. In 1990 John was one of the founders of Aberforth Partners, a specialist Investment Management Firm that invests in UK smaller quoted companies generally on behalf of institutional investors. Following his retirement from Aberforth, John has been a Director and Chair of a number of Investment Trusts. In addition to being Chair of STS Global Income & Growth Trust he is currently Chair of JP Morgan Mid Cap Investment Trust. He joined the Board of STS Global Income & Growth Trust in February 2016 and was appointed Chairman in November 2019.

 

Bridget Guerin

Independent Non-Executive Director

Bridget is currently a non-executive Director of Mobeus Income & Growth VCT plc and Invesco Perpetual UK Smaller Companies Investment Trust plc, and previously held the position of Chair of Schroder Income Growth Fund plc. Bridget has held senior positions as marketing director at Ivory & Sime plc and Schroders and was managing director of Matrix Money Management Limited. She is also Chair of York Racecourse and trustee of the York Racecourse Pension Fund.

Brigid Sutcliffe

Independent Non-Executive Director

Brigid has significant financial, audit and risk management governance experience, combined with strategy and change management expertise.  She is a non-executive director and Audit Chair of Strategic Equity Capital plc, a non-executive director of Northern Venture Trust PLC, a member of the Finance Committee of Newnham College, Cambridge and a Trustee of Muscular Dystrophy UK.   She is a qualified chartered accountant, with an executive career in professional services and investment banking, and as a strategic change management consultant.   Brigid has been a non-executive director for a variety of organisations in the public, private and third sectors over the past 20 years and has extensive Audit Committee Chair experience.  She holds an MA in Economics from the University of Cambridge and an MBA from London Business School.  Brigid was appointed to the Board of STS Global Income & Growth Trust plc in March 2024.

Gillian Elcock

Independent Non-Executive Director

Gillian has extensive asset management and investment research experience. She is the founder of Denny Ellison, an independent investment research and training company, and was its Managing Director for ten years. Prior to this, she worked as an equity research analyst for several years at Putnam Investments and Insight Investment. Gillian is a non-executive director of International Biotechnology Trust plc, Octopus Apollo VCT plc and Melrose Industries plc. She is also a member of the Board of the CFA Society of the UK. Gillian holds an MBA from the Harvard Business School and MEng and BSc degrees from the Massachusetts Institute of Technology. She was appointed to the Board in September 2023.

 

Sarah Harvey

Senior Independent Director – Chairman of the Marketing and Communications Committee

Sarah has extensive experience in corporate strategy, product and technology, marketing and operations. Sarah has worked in general management roles for a variety of fast growing, international scale up businesses including Prodigy Finance Ltd, Square Inc and Tough Mudder Inc and now advises a number of mid-cap and scale up firms. Her career began with Bain & Company before working in strategy on a range of international projects for businesses and not for-profit organisations. She was appointed to the board of STS Global Income & Growth Trust in October 2018.

Alexandra Innes

Independent Non-Executive Director

Alexandra is a Non-Executive Committee Member at the Bank of England, a Non-Executive Adviser and member of the Group Executive Board at Knight Frank LLP, and a Non-Executive Director of Dowlais Group Plc, Waverton Investment Management Group Ltd, Schroder Real Estate Investment Trust Ltd, and the UCI Cycling World Championships Ltd, as well as being the Senior Independent Director at Facilities by ADF plc. Alexandra’s international executive career spanned investment banking, global capital markets, and investment management, most latterly as Managing Director at Barclays plc, and prior to that as Director of Global Markets at Bank of America Merrill Lynch. She is a Fellow of Chapter Zero, holds an MA Hons Economics from Cambridge University, is a Chartered Member of the CISI (MCSI), a Green and Sustainable Finance Professional, Chartered Banker Institute (CCBI GSFP), and holds the CFA Certificate in ESG Investing. She was appointed to the board of STS Global Income & Growth Trust in April 2022 and chairs the Nominations & Remuneration Committee.

James Harries

Senior Fund Manager

James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has over  20 years’ investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of STS Global Income & Growth Trust in November 2020.​

Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Tomasz Boniek

Fund Manager

Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.

He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.

Welcome to the STS Global Income & Growth Trust website

This terms of use (together with the documents referred to in it) tells you the terms of use on which you may make use of our website https://www.stsplc.co.uk/ (“our site”).  Use of our site includes accessing and browsing on our site.

Please read these terms of use carefully before you start to use our site, as these will apply to your use of our site.  By accessing and continuing to use our site, you are deemed to have read, understood,  and accepted these terms of use and to have agreed to comply with them.

WHO MAY ACCESS THIS WEBSITE – SUBJECT TO LOCAL RESTRICTIONS

The information on this website is directed at persons in the United Kingdom (“UK”) or professional investors in the Republic of Ireland (“Ireland”) and not otherwise. The Trust has not been registered or approved for distribution under the laws of any jurisdiction other than the UK and Ireland for professional investors only.

If you are accessing this website from a jurisdiction other than the UK or Ireland you are required to inform yourself of and observe any applicable local restrictions. If you choose to access the website and you do so from a country other than the UK or Ireland you do so at your own risk and the Trust will not be liable for any breach of local law or regulation that you commit as a result of doing so.

OTHER IMPORTANT TERMS

These terms are to be read by you together with any other terms, conditions or disclaimers provided in the pages of our site. These terms incorporate the following additional terms, which also apply to your use of our site:

  • Our Privacy Policy (https://www.stsplc.co.uk/privacy-policy /which sets out the way in which we process personal data about you, including that we collect from you, that you provide to us or that we generate. By using our site, you acknowledge and agree to such processing and you warrant that all data provided by you is accurate. Use of your personal information submitted via our site is governed by our Privacy Policy.
  • Our Cookies Policy (https://www.stsplc.co.uk/cookies which sets out details of the cookies used on our site and the way in which we use log files and tracking technologies.

If you do not agree to these terms of use, you must not use our site.

INFORMATION ABOUT US

https://www.stsplc.co.uk is a site operated by STS Global Income & Growth Trust plc (“STS Global Income & Growth Trust” or “We”).  STS Global Income & Growth Trust is registered in Scotland under company number SC283272 and our registered office is at 28 Walker Street, Edinburgh EH3 7HR. STS Global Income & Growth Trust is an Investment Company within the meaning of Section 833 of the Companies Act 2006.

If you have any questions about these terms of use, please contact us in writing and address this to the Company at c/o Juniper Partners Limited, 28 Walker Street, Edinburgh EH3 7HR.

CHANGES TO THESE TERMS

We may revise or replace these terms of use at any time (without notice to you) by amending this page. Please check these terms each time you use our site to ensure that you understand the terms that apply at that time. By continuing to use and access our site following such changes, you agree to be bound by any variation made by us. It is your responsibility to check these terms from time to time so as to be aware of any such variations. This version was last updated in April 2023.

CHANGES TO OUR SITE

We may update our site from time to time, and may change, remove or replace the content and information at any time. However, please note that any of the content or information on our site may be out of date at any given time, and we are under no obligation to update it.

We do not guarantee that our site, or any content or information on it, will be free from errors or omissions.

YOUR USE OF OUR SITE

Your access to and use of our site (for which we shall not be liable) is at your own initiative and risk, and you are solely responsible for your use of our site, the use to which you put information contained on it and any decisions you make regarding any investments. It shall be your own responsibility to ensure that any products, services or information available through our site meet your specific requirements.

ACCESSING OUR SITE

We try to make sure that our site is accurate, up-to-date and free from bugs, but we cannot promise that it will be. Furthermore, we do not guarantee that our site will be fit or suitable for any purpose. Any reliance that you may place on the information on our site is at your own risk.

We do not guarantee that our site, or any content on it, will always be available or be uninterrupted. Access to our site is permitted on a temporary basis.

We may suspend, withdraw, discontinue or change the availability of all or any part of our site without notice at any time that we see fit. We will not be liable to you if for any reason our site is unavailable at any time or for any period.

You are responsible for making all arrangements necessary for you to have access to our site.

You are also responsible for ensuring that all persons who access our site through your internet connection are aware of these terms of use and other applicable terms and conditions, and that they comply with them.

We try to make our site as accessible as possible. If you have any difficulties using our site, please contact us using the contact details in the ‘Information About Us’ section above.

INTELLECTUAL PROPERTY RIGHTS

We are the owner or the licensee of all intellectual property rights including without limitation copyright and related rights, trade marks, domain names, database rights, and any and all other intellectual property rights of any kind whether registered or unregistered anywhere in the world in our site, and in any text, images, video, audio or other content, software or other information or material submitted to, contained on or accessible from our site (“Works”).  The Works are protected by copyright laws and treaties around the world and all other applicable intellectual property laws.  All such rights are reserved. This means that we or our licensors (as applicable) remain the owner of them and are free to use them as they see fit.

Certain words, phrases, names, designs, icons, graphics or logos used on our site may constitute trade marks, service marks or trade names of STS Global Income & Growth Trust or other entities. The display of any trade marks on our site does not imply that a licence has been granted for any further use by you. Any unauthorised downloading, re-transmission or other copying or modification of trade marks that occurs without our prior written consent is strictly prohibited and may be a violation of statutory or common law and/or trade mark law and could be subject to legal action.

You may view, print off one copy, and may download extracts, of any page(s) from our site for your own personal non-commercial use and you may draw the attention of others within your organisation to content posted on our site. Any other use of the Works is prohibited unless you have received an appropriate licence for that use from us or our licensors. You may not use or export or re-export the Works in violation of applicable laws. Nothing in these terms, or on our site, grants you any rights in our site or the Works other than as necessary for you to use our site in accordance with these terms.

You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text.

Our status (and that of any identified contributors) as the authors of the Works must always be acknowledged.

You must not use any part of the Works for commercial purposes without obtaining a licence to do so from us or our licensors. If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.

SUBMITTING INFORMATION TO OUR SITE AND/OR US

While we try to make sure that our site is secure, we do not actively monitor or check whether information supplied to us through our site is confidential, commercially sensitive or valuable.

Any unencrypted or otherwise unprotected e-mail communication over the internet is, as with communication via any other medium, not confidential, subject to possible interception or loss, and is also subject to possible alteration. We are not responsible for and will not be liable to you or anyone else for any damages in connection with an e-mail sent by you to us or an e-mail sent by us to you at your request. We cannot accept any responsibility for unauthorised access by a third party or the corruption of data sent to it.

Other than any personal information which will be dealt with in accordance with our Privacy Policy and Cookies Policy, we do not guarantee that information supplied to us through our site will be kept confidential and we may use it on an unrestricted and free-of-charge basis as we reasonably see fit.

NO RELIANCE ON INFORMATION

The content on our site is provided for general information purposes only.  It is not intended to amount to advice on which you should rely and nothing on our site is intended to constitute an invitation or inducement to engage in investment activity in any jurisdiction. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. For the avoidance of doubt, any investment decisions relating to STS Global Income & Growth Trust should be made on the basis of the final terms of such investment/opportunity and not on the basis of the content on our site. Should you undertake any investment activity based on the content on our site, you do so entirely at your own risk and STS Global Income & Growth Trust shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result.

Whilst prepared in good faith, the content on our site does not purport to be comprehensive nor has it been verified. STS Global Income & Growth Trust and its affiliates, partners, associated businesses, licensors and their respective officers, directors, employees and agents disclaim all representation or warranty as to the accuracy, completeness, currency, correctness, reliability, integrity, quality, fitness for purpose or originality of any Information and, to the fullest extent permitted by law, all implied warranties, conditions or other terms of any kind are hereby excluded. To the fullest extent permitted by law, we accept no liability for any loss or damage of any kind incurred as a result of you or anyone else using our site or relying on any of the content on our site. Past performance is not an indicator of future performance. Market and currency movements may cause the value of investments and the income and other returns from them to go down as well as up and you may get back less than you invested.

LIMITATION OF OUR LIABILITY

Nothing in these terms of use excludes or limits our liability for death or personal injury arising from our negligence, or our fraud or fraudulent misrepresentation, or any other liability that cannot be excluded or limited by law.

To the extent permitted by law, we exclude all conditions, warranties, representations or other terms which may apply to our site or any content on it, whether express or implied.

We will not be liable to any user for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with:

  • use of, or inability to use, our site; or
  • use of or reliance on any content displayed on our site.

We will not be liable for any loss arising as a result of a cause which is beyond our control, including failure of electronic or mechanical equipment of any kind, failure of communication systems (including telephone, cable or internet), unauthorised access, theft, operator error or any similar event.

If you are a business user, we will not be liable for:

  • loss of profits, sales, business, contracts, income or revenue;
  • loss of data;
  • business interruption;
  • loss of anticipated savings;
  • loss of business opportunity, goodwill or reputation; or
  • any indirect or consequential loss or damage.

If you are a consumer, you may only access our site for domestic and private use. You agree not to use our site for any commercial or business purposes.

YOUR CONDUCT

As a condition of your use of our site, you agree not to attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site.

We may prevent or suspend your access to our site if you do not comply with anything contained in these terms or any applicable law.

VIRUSES

We do not guarantee that our site will be secure or free from bugs or viruses.  You are responsible for configuring your information technology and computer programmes in order to access our site and you should use your own virus protection software when accessing our site.

You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful.  You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site.  You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.  By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990.  We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them.  In the event of such a breach, your right to use our site will cease immediately.

LINKING TO OUR SITE

You may link to our home page, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it and the website you link from does not contain any content that is unlawful, threatening, abusive, libellous, pornographic, obscene, vulgar, indecent, offensive or which infringes on the intellectual property rights or other rights of any third party.

You must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

Our site must not be framed on any other site, nor may you create a link to any part of our site other than the home page.

We reserve the right to withdraw linking permission without notice.

THIRD PARTY LINKS AND RESOURCES IN OUR SITE

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources and are not responsible for the content of these sites or for anything provided by them. We do not guarantee that these sites or resources will be continuously available. The fact that we include links to such external sites does not imply any endorsement of, or association with, their operators. We will not be liable for any loss or damage that may arise from your use of any such links. Please note that your use of a third party website may be governed by the terms and conditions of that third party website.

APPLICABLE LAW

These terms of use, its subject matter and its formation, are governed by Scottish law provided that, if you are a consumer and resident elsewhere, you will retain the benefit of any mandatory protections given to you by the law of that country.

If you are a business, you hereby submit to the exclusive jurisdiction of the courts of Scotland to finally adjudicate or determine any suit, action or proceeding arising in connection with any disputes, controversies or claims arising out of or in connection with our site (Dispute If you are a consumer, you agree to submit to the non-exclusive jurisdiction of the Scottish courts in respect of any Dispute provided that nothing in these terms shall prevent a consumer from taking proceedings in respect of a Dispute in any other courts with jurisdiction.

Nothing shall prevent us from bringing proceedings to protect our intellectual property rights before any competent court.

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