MoneyAM Fund Centre

Quick Stats

Fund Objective

The aim of this Fund is to produce a high income with potential for long-term growth of capital.

Fund Managers

George Luckraft

Head of UK Equities and Lead Manager of UK Monthly and Managed Income Funds. George has 35 years' experience. Prior to joining Framlington Equities in 2002, he worked for Carrington Pembroke (now Artemis Unit Trust Managers) as Head of UK Equities. He graduated from Cambridge with a degree in Engineering and Land Economy in 1980.

Philip Roantree

Phil joined AXA IM in 2014 as a Senior Portfolio Manager within the Sterling Credit team, managing both Active and Buy and Maintain portfolios. He is Lead Portfolio Manager for both the AXA Sterling Corporate Bond Fund and Sterling Strategic Bond Fund as well as Deputy Portfolio Manager for the AXA Sterling Credit Short Duration Bond Fund. He has nearly 30 years of experience managing Sterling Investment Grade Credit, including six years at New Star Asset Management, six years at Aberdeen Asset Management, and eight years at Prolific Asset Management.

Jamie Forbes-Wilson

Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).