MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to maximise growth through capital appreciation and income, over the medium to long term. To achieve this, the fund invests predominantly in shares issued by UK companies and can also invest in shares in global companies.

Fund Managers

Richard Colwell

Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors.Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.

Nick Purves

Originally qualifying as an accountant, Nick moved from KPMG to Schroders in 1994. He departed to RWC in 2010 where he retained the management responsibility of the St. James’s Place Equity Income fund.