MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide capital growth through investment in shares of UK companies with ethical attributes and practises. 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. This allows the Investment Adviser to select shares that meet the Fund’s ethical criteria from a diverse range of UK shares. 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

Andrew Simpson

Manager of Prime UK Equity portfolios, based in London. Investment career commenced on joining Schroders in 1989 as a UK Equity fund manager Chairman of Schroders’ UK Corporate Governance Committee Chartered Accountant Degree in Mathematics, Durham University .