MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve capital growth through investment in UK companies. In particular, the Fund invests in shares of companies which, in the Investment Advisers’ opinion, are considered to be undervalued and have potential for growth. The benchmark index for the Fund is the FTSE All-Share Index (the “Index”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Index by 3% per annum on a rolling 3 year basis, before deduction of fees. The FTSE All-Share Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the UK equity market. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Alex Breese

Alex Breese Joined Schroders in July 2013 to take over management of the Schroder UK Equity Fund, Schroder ISF UK Equity and L&G UK Select Equity Fund. Joined Neptune in May 2005 as an Investment Analyst and became Fund Manager of the Neptune UK Special Situations Fund at the end of 2006, and Assistant Fund Manager on the Neptune Income Fund and the Neptune Quarterly Income Fund. Head of UK Equities at Neptune and an Investment Director. Prior to joining Neptune, Alex gained nearly three years’ experience as an engineering consultant.