MoneyAM Fund Centre

Quick Stats

Fund Objective

To produce a growing income in excess of the FTSE All-Share Index (the Index) with some capital growth over the long-term (5 - 7 years +) by investing in a diversified portfolio of stocks able to generate above the Index average and/or growing dividend payment.

Fund Managers

Adam Carroll

Adam Carroll is a Senior Investment Manager for NFU Mutual's UK Equity team and has overall responsibility for the UK Equity IncomeFund. Adam joined NFU Mutual in October 2004, initially on the Fixed Income desk before moving into his current role in August 2005. Adam graduated from Warwick University (2004) with a first class honours degree in Mathematics and is a Chartered Financial Analyst.

Rob Platts

Rob Platts is an Investment Manager for NFU Mutual’s UK Equity team and has overall responsibility for the UK Property Pension fund. Rob joined NFU Mutual in 2009, initially being a member of the Fixed Income desk and then progressing to the UK Equity desk. Rob graduated with a 1st in Business Finance and an MSc Distinction in Finance from Durham University and has recently gained the CFA designation.