MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Sub-Fund is to provide long term capital appreciation through a diversified portfolio of equities, structured products which themselves invest in derivatives (for both investment or efficient portfolio management purposes), collective investment schemes, deposits, cash and/or near cash and quoted investment trusts, which may themselves invest in equities and alternative asset classes such as hedge funds, property, private equity funds and commodities, to the extend that these are allowed by the COLL Sourcebook. There will be no particular emphasis on any geographic region or industry sector in the world

Fund Managers

Luke Hyde Smith

Luke joined the company in February 2017 as the Head of Third Party Fund Selection. He is the co-manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund and member of the Managed Portfolio Service Investment team. Prior to working at Waverton he was at Brompton Asset Management where he built and developed their collective investment selection process and was a key team member who focussed on managing a range of multi-asset class strategies. Luke has also worked at New Star Asset Management and SG Private Bank. He has a BA Hons degree from Manchester University and is a CFA Charterholder.

James Mee

James joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team. He is now the lead manager of the Waverton Multi-Asset Income Fund, and co-manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund. James is also co-manager of the Waverton Protection Strategy and is a member of the Asset Allocation Committee. James graduated from Bristol University in 2012 with a degree in Law and is a CFA Charterholder. In May 2016 he won the WealthBriefing European Rising Star Award.