MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Manager’s ethical and sustainable investment policy. The Fund's performance target is to outperform, after the deduction of charges, the FTSE All-Share Index (the "Index") over a rolling 5-year period. For further information on the Fund's index, please refer to the Prospectus. The Fund is actively managed.

Fund Managers

Mike Fox

Mike joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London Group. He is Head of Sustainable Investments at RLAM. Mike became a fund manager in November 2003 when he took over managing the RL Sustainable Leaders Trust. Prior to this, Mike worked as a deputy fund manager at the Co-operative employee pension fund for two years and as an investment analyst for two years covering the utility, support services and media sectors. Mike originally trained and qualified as a chartered accountant with Ernst & Young in Manchester.