MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund seeks to provide capital growth and income in line with the FTSE 350 (Gross Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing through investment in a portfolio of the equities of UK companies. The Fund is actively managed and invests at least 80% of its assets in equities of companies incorporated, headquartered or have their principle business activities in the UK. These companies will have value, quality or low volatility characteristics. Value investing involves evaluating indicators such as operational cash flow and share price to determine those securities that the investment manager believes have been undervalued by the market. Quality investing involves evaluating indicators such as profitability and borrowing. Low volatility investing involves evaluating indicators such as share price movement and historical performance to determine those securities that the investment manager believes will experience smaller price movements than the global equity markets on average.Advanced beta uses a systematic approach to investing that seeks to deliver targeted exposure to relevant individual or multiple factors (such as value, quality, momentum or low volatility) with low active risk. The fund has not been designed to have a bias to any particular sector or industry. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivative instruments for investment purposes as well as for efficient portfolio management. The investment manager is limited to investing in accordance with the composition of the benchmark but has the discretion to vary the weightings in the benchmark’s securities.