MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital 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

Marc O'Sullivan

Marc became a Fund Manager in 2012 and since then he has been in charge of several Wesleyan funds, managing investments across asset classes and investing directly in UK and overseas equities, government and corporate bonds, and cash. He joined Wesleyan as an Investment Analyst in 2003, having graduated from the University of Birmingham with a degree in Economics. Marc has been a CFA charterholder since 2008..

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.