MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve long term capital growth by tracking the total return of the FTSE 350 share Index excluding Investment Trusts, or such other similar index, as the Manager shall consider appropriate (the Index). In order to accurately track this Index, the Trust's investments will normally replicate the holdings in that Index. Where appropriate, the Trust may use Transferable Securities, Approved Money Market Instruments, units in Collective Investment Schemes, deposits and cash or near cash. Derivatives and Forward Transactions may be used for Efficient Portfolio Management purposes (including hedging). The Trust may not consist of the exact composition and weighting of the Index in circumstances where the Manager determined that this is expedient for reasons of poor liquidity or excessive cost to the Trust.

Fund Managers

State Street Global Advisors

For nearly four decades, State Street Global Advisors has been committed to helping their clients, and those who rely on them, achieve financial security. They partner with many of the world’s largest, sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions in assets, their scale and global reach offer clients access to markets, geographies and asset classes, and allow them to deliver thoughtful insights and innovative solutions. State Street Global Advisors also attained ETF industry leadership with SPDR.SPDR created the world’s first ETF in 1993 and has been helping investors target opportunities with greater precision ever since, including first-to-market launches with gold, international real estate and fixed income and sector ETFs. Today, SPDR is the provider of some of the largest and most actively traded ETFs globally. State Street Global Advisors is the investment management arm of State Street Corporation.