MoneyAM Fund Centre

Quick Stats

Fund Objective

To deliver a total return (the combination of income and capital growth) that at the end of any five year period is in excess of achieving a total return of the FTSE All-Share Total Return Index , after all costs and charges have been deducted. There is no guarantee that the objective will be achieved over any time period and capital is at risk.

Fund Managers

Mark Wharrier

Mark Wharrier is a fund manager and analyst with 25 years’ investment experience in UK and international equity markets. Mark is responsible for co-managing the UK Income Fund. Before joining Majedie in 2018, Mark was a fund manager at Troy Asset Management for a year after joining BlackRock in 2013, where he was a Managing Director responsible for over £1 billion of UK equity income mandates including the BlackRock UK Income Fund. Prior to that, Mark was a UK equity fund manager at NewSmith Asset Management. Mark joined Mercury Asset Management in 1994 (subsequently acquired by Merrill Lynch, now BlackRock) where he managed UK equity funds. He holds a Bachelor of Arts degree in Economics, History and Management from the University of Durham. He has the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Chris Field

Chris Field is an Executive Director of Majedie Asset Management. He is a Fund Manager and Analyst with 33 years’ investment experience in UK and international equity markets. Chris is responsible for co-managing the UK Equity and UK Focus funds and is the deputy manager for the Edinburgh Investment Trust. Before co-founding Majedie in 2002, Chris had been a Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock), where he was also a member of the UK Investment Group. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.7bn. Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management) in 1980. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Imran Sattar

Imran Sattar is a fund manager and analyst with 21 years’ investment experience in UK and international equity markets. Imran is responsible for co-managing the UK Focus Fund. Before joining Majedie in 2018, Imran was a Managing Director and fund manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2bn. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock). He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA charter holder.

Mike Totton

Mike Totton has 3 years investment experience. Joined Majedie Asset Management in September 2013. UK Income Fund Analyst since 2015.