MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide a level of income, net of fees, that is at least 3% per annum higher than the Consumer Price Index, together with prospects of capital growth over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of closed-ended investment companies listed on the London Stock Exchange that offer a range of exposures, particularly to alternative asset classes. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Richard Curling

Richard joined Jupiter in 2006 and is a fund manager in the UK Growth team. He manages the Jupiter Fund of Investment Trusts, the Jupiter Monthly Income Fund and the Jupiter UK Alpha Fund (all Unit Trusts). Before joining Jupiter, Richard worked originally for Morgan Grenfell as manager of the UK Pensions and Income Funds, prior to its acquisition by Deutsche Bank where he was appointed managing director and head of Small Caps. In this position, held for more than 10 years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also head of Global Small Caps and responsible for the Global/EAFE Small Cap product. Richard has a degree from Edinburgh University and is an Associate of the Society of Investment Analysts.