MoneyAM Fund Centre

Quick Stats

Fund Objective

The aim of this Fund is to produce higher than average income with long-term growth of income and capital. The Manager also intends to achieve a yield of distributable income in excess of 100% of the FTSE All Share yield at the Fund’s year end on a rolling 3 year basis, and in excess of 90% on an annual basis.

Fund Managers

Jamie Forbes-Wilson

Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Simon Young

Simon manages the AXA Framlington UK Equity Income Fund. He has a bottom up style, searching for businesses with sustainable barriers to entry and focusing on the cashflows generated. Simon started his career at Mercury Asset Management which later became part of BlackRock, managing income and institutional equity funds. Then following a period at Aviva Investors, he founded and managed an investor relations consultancy before joining AXA IM in September 2018.