MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide an income return on your investment that is above average when compared to the income produced by global equity markets (as defined by the MSCI All Countries World Index), without sacrificing capital growth (i.e. the value of the assets held by the Fund) over the long term (5 years or more). The Fund invests at least 70% of its total assets in equity securities (e.g. shares) of companies domiciled in, or the main business of which is in, developed markets. The Fund has the flexibility to invest outside of the asset class and sector set out above, including in developing markets.

Fund Managers

Andrew Wheatley-Hubbard

Andrew Wheatley-Hubbard, CFA, Director and portfolio manager, is a member of the Global Equity team within the Fundamental Division of BlackRock’s Active Equities Platform. He is co-portfolio manager for the Global Dividend, International Dividend and Long-Horizon portfolios and acts as Director of Research for the team. Andrew is also responsible for covering Telecoms and Financial stocks. Mr. Wheatley-Hubbard joined BlackRock on the graduate programme in 2007, spending time in London and Hong Kong. Prior to assuming his current role in 2009, Mr. Wheatley-Hubbard had been responsible for covering Singapore and Global Real Estate. Mr. Wheatley-Hubbard earned BA and MEng degrees in engineering from Cambridge University in 2007.

Olivia Treharne