MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Sub-Fund is to achieve income combined with capital growth.

Fund Managers

Alan Custis

Alan Custis is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1987. Prior to joining Lazard in 2004, Alan was a member of the UK large cap team at JP MorganFleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap Investment and at Morgan Grenfell Securities where he was a derivatives trader. Alan has a degree with Honours in Business from Staffordshire University.

Alan Clifford

Alan Clifford is a Portfolio Manager/Analyst on our UK Equity team, specifically responsible for managing UK Small Cap Equity and UK Income portfolios. He began working in the investment field in 1989. Prior to joining Lazard in 2002, Alan was a member of the UK Small Cap portfolio management team of Legal & General Investment Management. He has a BA (Hons) degree in Economics from Newcastle University. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.