MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve capital growth and outperform the FTSE All Share ex Investment Trusts Index net of fees (the target “Benchmark”) over a rolling 5 year period. The Fund invests at least 80% of its assets in shares of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. There is no guarantee that the Fund will achieve its target and an investor may not get back the full amount invested. The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund follows a systematic investment process to produce a portfolio which shares the broad risk characteristics of the Benchmark and aims to outperform the Benchmark with a tracking error target of 1.5%. The Fund has an active investment approach that uses a range of factors (earnings momentum, price momentum, quality and value) to evaluate the attractiveness of stocks together with an assessment of their risk. The reference to (UK) in the Fund name only relates to the Fund’s domicile and is unrelated to the Fund’s objectives and investment policy. You can buy, sell and switch shares in the Fund on any Dealing Day (as defined in the Prospectus).

Fund Managers

Michael Fraikin

Based in Frankfurt, Germany, Michael is Global Head of Research of the Invesco Quantitative Strategies team. He started his investment career in 1991 as an investment analyst with Commerzbank and was then promoted to deputy head of quantitative stock selection research. He joined our company in 1997 initially as a Portfolio Manager for and later Head of European Equities. With the formation of Invesco Quantitative Strategies he was promoted Director of Portfolio Management. In July 2015 he assumed the role of Global Head of Research. He holds a M.S. Accounting & Finance from the London School of Economics, and a BA (Hons) through the Combined European Study Programme from the University of Reutlingen and Middlesex University, London.

Alexander Uhlmann

Global Head of Portfolio Management, Invesco Quantitative Strategies based in Frankfurt.Alexander was appointed Global Head of Portfolio Management in 2018. He also serves as a member of IQS’s management team responsible for strategic planning and direction. He began his investment career as an analyst with Invesco in 1997. He received a "Diplom Betriebswirt (FH)" degree from Frankfurt School of Finance and Management, Frankfurt in 2001. Alexander is a CFA Charterholder and a member of the CFA Society Germany.