MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide growth and income in order to generate a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Ed Meier

Ed joined Old Mutual Global Investors in 2013 and is a research analyst and deputy fund manager for the Old Mutual UK Alpha Fund. He joined from Schroders Investment Management where he had been an equity analyst and fund manager since 2006. Prior to joining Schroders, he worked as a fund manager for BAE Systems Pension Fund from 2002. Ed’s investment career commenced at Fletcher Advisory in 2000 where he was a technology/strategic consultant. He is a CFA charterholder and holds an MA in classics from the University of Oxford.