MoneyAM Fund Centre

Quick Stats

Fund Objective

The Sub-fund is intended to provide long term capital growth at or above the rate of inflation and an increasing income stream through an actively managed diversified portfolio of investments which on aggregate will be appropriate for an investor seeking income and growth. The Sub-fund will consist of investments exposed to UK & international equities, fixed interest and property based investments which will be selected on the basis of dividends and income stream.

Fund Managers

Toby Ricketts

Toby is the Chief Executive Officer of Margetts Fund Management Ltd having joined the company in 1994. Margetts led the development of multi-manager risk rated funds having launched their flagship range in the early 1990s which became a popular concept adopted by many investment houses subsequently. The Margetts Risk Rated funds and a number of third party mandates are managed by Toby and the Margetts investment team who also provide independent investment research relating to collective investment schemes and market commentary through the Margetts Research website. Toby also works with various independent financial advisers, networks and consultants to provide fund management advice and oversight as well as being a regular speaker on investment, market and related regulatory matters.

Richard Cole

Richard joined Future Money Ltd as a fund manager in 2013. Together with Toby, Richard holds responsibility for the fund selection and asset allocation of the Future Money funds.