MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to deliver total returns (inclusive of capital and income), generally over a period of 5 to 7 years, in excess of the FTSE All Share index through investment primarily in a diversified portfolio of UK securities in any economic sector. Equity exposure may be obtained through equity and equity linked securities including shares, depositary receipts, warrants and other participation rights, convertible securities, index and participation notes and equity linked notes. Its flexible investment approach means that the total return of the Fund may periodically diverge significantly from that of the FTSE All Share index. Derivatives and forward transactions may be used by the Fund for the purposes of hedging or Efficient Portfolio Management (“EPM”) Purposes.

Fund Managers

Richard Staveley

Richard Staveley is a fund manager and analyst with 19 years’ investment experience in UK and international equity markets. Richard is responsible for managing the UK Smaller Companies Fund and the smaller companies element of the UK Equity Fund. Before joining Majedie in 2013, Richard was a founding Partner of River & Mercantile Asset Management, where he managed the UK Smaller Companies and UK Income funds and was Head of Research. Until 2006, he was a Fund Manager and subsequently Head of UK Small Companies at Société Générale Asset Management. Prior to that, he was an Assistant Fund Manager at hedge fund boutique Bradshaw Asset Management. Richard qualified as a Chartered Accountant at Coopers & Lybrand/PwC, which he joined in 1996. He holds a Bachelor of Arts degree in Politics from the University of Newcastle. He is a CFA charter holder.

Chris Field

Chris Field is an Executive Director of Majedie Asset Management. He is a fund manager and analyst with 32 years' investment experience in UK and international equity markets. Chris is responsible for co-managing both the UK Equity and UK Focus funds. 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.

James de Uphaugh

James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with 31 years' investment experience in UK and international equity markets. James is responsible for co-managing both the UK Equity and UK Focus funds. He also leads Majedie's efforts in Responsible Capitalism. Before co-founding Majedie in 2002, James had been a Managing Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management in 1988. He holds a Master of Arts degree in Economics from Jesus College, Cambridge. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Matthew Smith

Matthew Smith is a fund manager and analyst with 25 years' investment experience in UK and international equity markets. Matthew is responsible for lead managing the Tortoise Fund. Before joining Majedie in 2006, Matthew had been a Director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he had been a Director and Transport Analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust. Matthew joined NPI in 1994. He holds a Bachelor of Sciences degree in Geophysics from the University of Southampton.