MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth over the long term (5 years or more). The Fund invests at least 80% of its assets in shares (also known as equities) of smaller companies, in any industry, in Europe (excluding UK). Companies will be incorporated, headquartered, listed on an exchange in, or deriving significant revenue from, this region. The Fund is actively managed with reference to the EMIX Smaller European Companies Ex UK Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund’s performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA European Smaller Companies sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Ollie Beckett

Ollie Beckett is a Portfolio Manager of European equities at Janus Henderson Investors responsible for the European Small Cap strategy. Mr. Beckett first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. Mr. Beckett left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005.Mr. Beckett received a BA degree (Hons) in economics and government from the University of Manchester. He has 25 years of financial industry experience.

Rory Stokes

Rory Stokes is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001.Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 19 years of financial industry experience.