MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the fund is to achieve long-term capital growth. The fund invests primarily in shares of UK companies or in shares of companies with significant interests in the UK. The fund may use derivatives (complex instruments) to manage the fund more efficiently, with the aim of reducing risk, minimising costs and/or generating additional capital or income. The fund will typically hold a concentrated portfolio of stocks. The fund is actively managed within its objectives and is not constrained by a benchmark.

Fund Managers

Tim Marshall

Based in Henley-on Thames, Tim joined the company in August 2014 as a senior investment analyst within our UK Equities team. Tim started his investment career with UBS, London in 2001. Specialising in Transport sector equity research, he became Head of European Transport Research in 2006, and was a number one rated transport analyst by both Institutional Investor and Extel. Three years later, he joined Redburn as an analyst, subsequently becoming a Partner at the company. Tim holds an MA (Hons) in International Relations and Modern History from the University of St Andrews, Scotland.