MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide income and long-term capital growth primarily through investment in shares of companies around the world.

Fund Managers

Jonathan Parker

Jonathan is a portfolio manager in the 4Factor UK Equity team at Investec Asset Management where he has managed the UK Core Equity strategy since July 2007. He is also the analyst on the consumer sector which he has covered since July 2011, prior to which he covered the services sector for four and a half years. Jonathan started his career at M&G Investment Management where he worked for four years as an analyst and then a further five years as a UK Equity portfolio manager. He has a degree in Economics from Cambridge University and is a member of the CFA institute.

Morten Herholdt

Morten is co-portfolio manager for the Investec Global Dividend Fund and the consumer staples analyst for the 4Factor team at Investec Asset Management. Prior to joining Investec Asset Management, Morten was a portfolio manager at Cazenove Capital Management where he managed the European equities portfolios for the private bank. He moved there from Barclays where he worked as a global healthcare analyst in London. Before joining the financial services industry Morten worked at Lundbeck, a pharmaceutical company in his native Denmark. He graduated from the University of Copenhagen and achieved a Master’s degree in Economics.