MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide a portfolio designed to achieve high and rising income by investing globally, primarily in equities, in any economic sector whilst participating in long term capital growth.

Fund Managers

Helge Skibeli

Helge Skibeli, managing director, is a portfolio manager and the CIO for the Research Driven Process (RDP) for International Equities. An employee since 1990, Helge became head of U.S. research in March 2002, Global Head of Developed Market Equity Research in July 2015 and the CIO for RDP and US Equity Core in 2017. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder.

Sam Witherow

Sam Witherow, Executive Director, is a portfolio manager in the International Equity Group. Prior to joining the Research Driven Process (RDP) in 2019, Sam was a portfolio manager on the Global Specialist team, based in London. An employee since 2008, he was previously a global sector specialist responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.