MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth over the long term. Performance target: To outperform the FTSE World Financial Index by 2% per annum, before the deduction of charges, over any 5 year period. The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, which operate in the financial services industry, in any country. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings. The Fund is actively managed with reference to the FTSE World Financial Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund’s performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index.

Fund Managers

John Jordan

John Jordan is a Portfolio Manager covering global financials at Janus Henderson Investors, a position he has held since 2017. He is also a Research Analyst and serves as team leader on the Financials Sector Research Team. Prior to joining Janus in 2008, Mr. Jordan was a principal covering the financial services sector at Eos Partners. Before that, he served as a senior analyst with Pacific Star Partners, where he concentrated on the financial and real estate sectors. Mr. Jordan also was an analyst and associate in the financial institutions investment banking group of Goldman, Sachs & Co. Earlier in his career, he worked as an associate in private equity investing at Marsh & McLennan Capital. Mr. Jordan received his bachelor of arts degree in history and economics from the University of Virginia, graduating with high distinction and Phi Beta Kappa. He earned his juris doctorate from Yale Law School. Mr. Jordan has 23 years of financial industry experience.