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 MSCI Europe ex UK Dividend Reinvested Index through investment primarily in a diversified portfolio of European ex 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. From time to time, the fund may invest up to a maximum of 20% of the portfolio in securities listed on a European recognised stock exchange outside continental Europe. No more than 10% of the portfolio may be invested in non-European securities. Its flexible investment approach means that the total return of the Fund may periodically diverge significantly from that of the MSCI Europe ex UK index. Derivatives and forward transactions may be used by the Fund for the purposes of hedging or EPM Purposes.

Fund Managers

Robrecht Wouters

Prior to joining JOHCM, Robrecht worked as an Investment Analyst at Lansdowne Partners. He also worked as a Sell-Side Analyst, focusing on European media and then global software. He started his career as an Equity Analyst in Belgium and moved to London to join the Dutch Equity Research team at Smith New Court Europe (now Merrill Lynch). Robrecht holds a Master’s Degree in Applied Economics from the University of Leuven in Belgium.