MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve capital growth. The Fund will seek to achieve returns that are 2% p.a. in excess of the FTSE World Europe ex-UK Index over a rolling three year period, though there is no guarantee that it will do so.

Fund Managers

Richard Pease

Richard has over three decades of experience in the financial industry. After running funds with the Central Board of Finance and Windsor Investment Management, Richard joined Jupiter Asset Management in 1989 where he started and ran the Jupiter European Fund and several other European vehicles. In 2001, he helped set up New Star Asset Management where he launched and managed both onshore and offshore European funds. On Henderson Global Investor’s acquisition of New Star in April 2009, he became a Director of European Equities. In October 2009, Richard launched the Henderson European Special Situations Fund. Richard joined CRUX in June 2015 following a Scheme of Arrangement that allowed him to merge the Henderson European Special Situations Fund with the TM CRUX European Special Situations Fund. Richard also comanages the TM CRUX European Special Situations Fund and the TM CRUX European Opportunities Fund.

James Milne

James worked at Henderson Global Investors as a European equities fund manager from April 2009 until he joined CRUX in June 2015 with the successful merger of the Henderson European Special Situations Fund and the TM CRUX European Special Situations Fund. James co-manages the TM CRUX European Special Situations Fund, TM CRUX European Fund and the TM CRUX European Opportunities Fund with Richard Pease. Before Henderson, James previously worked at New Star Asset Management, which he joined in July 2006. James began his career in 2002 at KPMG in London where he qualified as a chartered accountant before moving into corporate finance. He graduated from Magdalen College, Oxford with a double first-class degree in Engineering Science.