MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide income, combined with prospects for investment growth over the long term. It looks to provide an income yield higher than the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in the shares of companies domiciled in the United States of America (US), or which have significant US business operations. The Fund selects companies that exhibit above average income generation potential, as well as those considered to offer opportunities more by way of share price or dividend growth. These companies may be chosen from any industry or economic sector, and whilst there is no restriction on size, investment tends to focus on larger companies, such as those included in the S&P 500 Index. The S&P 500 Index is a US stock market index, the constituents of which represent around 500 of the largest companies listed on the New York Stock Exchange or NASDAQ. The income yield of this index (calculated using dividends declared by its constituent companies) provides a suitable target benchmark against which the level of income generated by the Fund will be measured and evaluated over time. The Fund typically invests in fewer than 70 companies, which may include shares of some companies not within the Index. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

Fund Managers

Benedikt Blomberg

Benedikt Blomberg is a portfolio manager with responsibility for a number of US equity portfolios managed within the team. Benedikt joined the company in 2014 as a Portfolio Analyst in the US Equities team.Before joining the London office, Benedikt spent nine years with Columbia Management, where he worked closely with the portfolio management team as a senior research analyst covering companies in the autos and aerospace & defence sectors. Before this, he was a research analyst at Paradigm Capital, and a quantitative programmer and trader for Fort Orange Capital.Benedikt holds an MSc in Computer Management Systems from Union College New York and a BSc in Computer Science & Economics from University of Münster. He also holds the Chartered Financial Analyst designation.