MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth (to grow the value of your investment) over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of companies (of any size) around the world involved in the exploration, production or distribution of oil, gas and other energy sources (including renewable energy sources), or companies which service the energy industry, and in related derivatives (financial contracts whose value is linked to the price of the shares of such companies).

Fund Managers

Tom Nelson

Tom is Co-Head of Thematic Equity within the Multi-Asset team at Ninety One. He is co- portfolio manager of the Energy and Natural Resources strategies, which invest directly in equities in these sectors. Tom is part of the Sustainability leadership team and was instrumental in the launch of the Global Environment strategy. Tom joined the firm in 2012 and before that spent seven years at Guinness Asset Management where he was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008 and was subsequently co-portfolio manager of the Guinness Global Energy Fund from 2008 onwards. Tom holds the UKSIP Level III Certificate in Investment Management and an MA in Modern Languages (French and German) from the University of Oxford.

Graeme Baker

Graeme is a portfolio manager in the Thematic Equity team within the Multi-Asset team at Ninety One. Graeme is co-portfolio manager for the Global Environment and Global Energy strategies . He joined the team in 2010. During this time he has been instrumental in driving the team’s work on the Energy Transition and co-authored the 2016 paper on the subject; “Our energy future: creating a sustainable global energy system”. This work has provided the base for the team’s investment process and philosophy around the process of Sustainable Decarbonisation. Prior to joining the firm, Graeme worked as an investment analyst at Hargreaves Lansdown Asset Management where he focused on Alternatives and Global Equities. Graeme received a BSc in Economics from the University of Bristol and is a CFA Charterholder, a member of the CFA Society of the UK, and holds the Investment Management Certificate (IMC).