MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to achieve capital growth in excess of the MSCI ACWI World (Net Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing in equities of companies worldwide. The fund will is actively managed and invests at least 80% of its assets in equities of companies worldwide. Companies will be simultaneously assessed on all targeted equity factors using a fully integrated systematic, bottom-up investment approach. The fund will focus on a range of equity factors (also commonly known as investment styles) that may include the following:1. Low volatility – involves evaluating indicators such as share price movement and historical performance to determine those securities that the investment manager believes will experience smaller price movements than the global equity markets on average.2. Momentum – involves evaluating trends in stocks, sectors or countries within the relevant equity market.3. Quality – involves evaluating indicators such as a company’s profitability, stability and financial strength.4. Value – involves evaluating indicators such as cash flows, dividends and earnings to identify securities that the investment manager believes have been undervalued by the market.5. Small cap – involves investing in small-sized companies being companies that, at the time of purchase, are considered to be in the bottom 30% by market capitalisation of the global equity market and exhibit attractive characteristics based on the styles described above. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the fund more efficiently.