MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate growth over the long term (5 years or more) by investing in UK equities (company shares), which meet the Fund's environmental, social and governance screening criteria. Performance Target: To achieve the return of the FTSE All-Share Index plus 3% per annum over five years (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The ACD believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index.

Fund Managers

Lesley Duncan

In her role as Fund Manager on our UK equities desk, Lesley handles the UK media sector. In May 2004, she took over responsibility for managing our UK Ethical OEIC, as well as the Life and Pension Ethical Funds. She also manages two cautiously managed structured funds. Lesley worked at Bothwell Asset Management as Trainee Analyst before joining Standard Life in 1995 as Trainee Investment Analyst on the UK desk. She holds a BA (Hons) in Business Economics and Finance.

Rebecca Maclean

Louise Kernohan