MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in the shares of European companies, not including the UK, listed on European stock exchanges. The Fund's performance target is to outperform, after the deduction of charges, the FTSE Europe ex-UK Total Return GBP Index (the "Index") over rolling 5-year periods (2). For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Sebastien Beguelin

Since joining RLAM in 2014, Sebastien has worked on the European funds initially as an Equity Analyst and as Assistant Fund Manager since April 2017. Before joining RLAM, he worked in Paris as an Equity analyst at Sycomore Asset Management and prior to that was an Equity Analyst at Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Master in Management from the Toulouse Business School in France and is a CFA Charterholder.

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.