MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve medium to long-term capital growth with some income.

Fund Managers

Catherine Stanley

Catherine Stanley is a Managing Director and Head of the Global Small Cap Equity team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Small Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA.

Patrick Newens

Patrick Newens is a Director and Portfolio Manager in the Global Small Cap Equity team. Patrick joined the firm in 2004 as a member of the Strategy team. Prior to this, Patrick worked as a consultant with Deloitte, specialising in Capital Markets. Patrick graduated from the University of Nottingham in 2001 with a BA (Hons) in Economics. He holds the IMC qualification and is a CFA charterholder.