MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Fund is predominantly to generate a relatively high level of current income, together with income growth and some capital growth over the long term, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is a part. ‘Peer group’ is defined as being the Investment Association sector to which the Fund has been allocated (currently being the UK Equity Income Sector) or to which it may be allocated in future, as determined by that body. Long term means over a minimum investment horizon of five years. The fund uses detailed filters across key areas of concern to decide which stocks and sectors are excluded from investment. We then use the B.E.S.T criteria to help find positive themes to support. The remaining names are assessed to select a portfolio capable of generating an appropriate level of income.

Fund Managers

Mark Elliott

Mark was one of the founding members of the Castlefield investment management business. In addition to being the lead manager of the Sustainable Income, Real Return and UK Opps. Funds, Mark is also responsible for managing segregated accounts for the firm’s discretionary clients. A charter holder (Chartered Financial Analyst) of the CFA institute as well as an individually Chartered Member of the Chartered Institute for Securities & Investment (CISI), Mark has over 15 years industry experience.