MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve capital growth over the medium-to-long term (5-7 years) by investing at least 80% in the shares of European companies listed on European stock exchanges (including Turkey, but excluding the UK). The Fund's performance target is to outperform, after the deduction of charges, the FTSE Europe ex-UK Index (the "Index") over a rolling 7-year period. For further information on the Fund's index, please refer to the Prospectus. The Fund is actively managed.

Fund Managers

Steve Bolton

Steve Bolton joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London Group. Steve has worked as an Investment Research Analyst since January 2008 and has extensive analytical experience covering both equities and investment grade credit. He is responsible for generating sustainable investment ideas from fundamental analysis. Research involves meeting with senior management of investee companies, assessing industry trends and regulatory impacts before developing detailed financial models. He is responsible for promoting and integrating Environmental, Social and Governance analysts to fully develop the risk profile of investments. After graduating with a Law degree, Steve has passed all three levels of the CFA program.