MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve capital growth by providing exposure to shares through investment trust companies. The benchmark for the Fund is a blend of the FTSE All-Share Index and the FTSE World ex UK Index (the “Indices”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the benchmark by 2% per annum on a rolling 3 year basis, before deduction of fees. The FTSE All-Share Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the UK equity market. The FTSE World ex UK Index has been selected as an appropriate benchmark as it provides a representation of developed and emerging markets excluding the UK. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Charles Armstrong

Charles Armstrong joined Schroder in 2001 and he is a Portfolio Director with responsibility for managing UK private client portfolios, private OEIC’s and inflation plus mandates. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committees. Charles is a member of the Chartered Institute for Securities & Investment and has 14 years' investment experience.