MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Fund is to provide long term capital growth.

Fund Managers

Roger Clark

Roger holds a BA (Hons) in Management and Statistics from the University of Exeter. Roger joined Hargreaves Lansdown in January 2004 and became a member of the Investment team in January 2006. Roger has been the co-manager of the HL Multi-Manager Special Situations Trust since June 2007. He became co-manager of the HL MM Balanced Managed Trust in July 2008. He has been co-manager of the HL MM European and HL MM Asia & Emerging Markets funds since their launches. He has also been co-manager of HL MM UK Growth since July 2019. Roger passed the Investment Management Certificate exam and is a Chartered Alternative Investment Analyst (CAIA) charterholder.

David Smith

David holds a BSc (Hons) degree in Statistics, Computing, Operational Research and Economics from University College London and an MSc in Financial Economics from Loughborough University. David also holds a variety of professional qualifications, including the Investment Management Certificate, and is a Chartered Alternative Investment Analyst (CAIA) charterholder. David has been co-manager of the HL Multi-Manager Equity & Bond Trust since February 2008 and the HL MM Balanced Managed Trust since July 2008. He has been co-manager of the HL MM Strategic Bond Trust since its launch in February 2009 and the HL MM Strategic Assets fund since its launch in February 2016. He also co-managed the HL MM Asia & Emerging Markets Fund from its launch in April 2015 until August 2019.