MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide a return, from a combination of capital growth and income over the long term. Performance target: To replicate the performance of the FTSE All Share Index, before the deduction of charges, over any 5 year period. The Fund invests in shares (also known as equities) of companies, of any size, in any industry, in the UK. Companies will normally be constituents of the FTSE All Share Index. The Fund is an index tracker, passively managed with reference to the FTSE All Share Index, which represents the universe of companies in which it may invest and is the Fund’s performance target. The investment manager has limited ability to exercise discretion with the Fund’s portfolio largely determined by the composition of the index. However, optimisation techniques may be used with the intention of tracking the performance of the index more efficiently, which may mean the Fund holding less constituents than the index or having weightings different to the index. As an additional means of assessing the performance of the Fund, the IA UK All Companies sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Claire Seanor

Claire Seanor, is the Team Leader, Global Passive & Support. Claire graduated from Edinburgh University with a BCom (Hons) in Business Studies and Economics. She begun her career in 2000 for Middlebury Capital Partners as a Risk Analyst until she joined Henderson Global Investors in 2001 in the same role. She is now Team Leader of Global Passive and Support, and Fund Manager for Emerging Market Equities. Claire became a CFA charterholder in 2003.