MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide income and capital growth in excess of the MSCI World (Net Total Return) Index (after fees have been deducted) over a three to five-year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide which offer sustainable dividend payments. The Fund seeks to invest in a diversified portfolio of equity and equity related securities whose dividend yield in aggregate is greater than the average market yield. Equities with below average dividend yield may be included in the portfolio when the Investment Manager considers that they have the potential to pay above average income in future. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of reducing risk or managing the fund more efficiently.

Fund Managers

Nick Kirrage

Nick Kirrage joined Schroders in 2001, initially working as part of the Pan European research team providing insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, Along with Kevin Murphy he took over management of a fund that seeks to identify and exploit deeply out of favour investment opportunities. In 2010, they also took over management of the team's flagship UK value fund seeking to offer income and capital growth.

Simon Adler

Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, ultimately analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 I moved into a fund management role and have had experience managing Global ESG and Pan-European funds. I joined the Value investment team in July 2016 to focus on UK institutional and ethical-value portfolios.

Liam Nunn

Liam joined Old Mutual Global Investors in 2015 and is manager of the Old Mutual European Equity (ex UK) Fund. He started his career at Premier Asset management before joining Schroders in August 2011. At Schroders, he was a member of the Pan-European core large cap team, having previously been part of the highly successful UK equity desk. Liam graduated from Durham University with first class honours in philosophy, politics and economics.