MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide long term growth principally through capital growth as well as income from a portfolio of investments.The sub-fund will primarily invest in quoted mainland European companies.The sub-fund may also invest in collective investment schemes (restricted to 10%), cash, money market instruments, and other transferable securities (including UK and non-EEA securities) and, including collective investments schemes of which the Manager (or one of its associates) is the appointed manager.

Fund Managers

AFH Independent Financial Services Limited

The Investment Committee (IC) at AFH brings together over 300 years of investment experience. The Committee is made up of specialists from within and outside of the business—including portfolio managers, a chief economist, sales and operations senior management and independent voting members—who meet on a monthly basis, and more frequently when needed. It is made up of a decision-making forum and an auditing forum, known as the Investment Committee and the Investment Audit Committee, respectively.

MFS International (U.K.) Limited

Matthew Barrett – Portfolio Manager Matthew Barrett makes all final investment decisions for the strategy. He is an investment officer and an equity analyst and heads the company’s European research coverage of consumer staples stocks. Prior to joining MFS in 2000, he was an associate director at Newport Capital, where he specialised in Asian equities.

Wellington Management International Ltd

The Portfolio is managed by 13 of Wellington Management’s 53 GIAs and have the ultimate decision-making authority in determining whether or not a security is included in the portfolio. The analysts are located in London, Boston and Asia. The portfolio is under the overall supervision of Mary Pryshlak, Director, Global Industry Research. Jonathan White, Director, Research Portfolios has broad oversight for the day-to-day operations of the Global Industry Research product platform and Equity Portfolio Analyst Pui San Shim works with the analysts to implement their investment ideas and to ensure the structural integrity of the portfolio.