MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital/income growth over a period of at least five years. We measure the success of the fund as outperforming a benchmark over a rolling 5- year period. We do this by comparing the investment performance, before fees and charges, to a composite benchmark which reflects the current risk rating of the fund. Invested capital is however at risk and there is no guarantee that the objective will be attained over this or any period.

Fund Managers

Lucas Howarth

Lucas joined Wesleyan as an Investment Analyst in 2007, having attained a degree in Mechanical Engineering from the University of Birmingham. He’s been a CFA charterholder since 2011. As a Fund Manager, he’s responsible for selecting and monitoring the external funds held within the life and pensions product range. Lucas also heads up our Socially Responsible Investment (SRI) team, which focuses on incorporating sustainability issues into our investment process, such as reporting on Environmental, Social and Governance (ESG) factors for the companies our Fund Managers invest in or consider investing in.

James Hubbard

James joined Wesleyan as an Investment Analyst in January 2011, after graduating with an MA in Economics and Business from the University of Manchester and working for a corporate bank in London. James is a CFA charterholder and he has been a Fund Manager since 2016. He also leads the ‘Equity Research’ function and strategy in Wesleyan’s Investments team, working very closely with all our Analysts.