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 listed UK companies (being companies which are incorporated, domiciled or have the predominant part of their business in the UK) with no particular emphasis on any industrial, economic sector or level of capitalisation.The sub-fund may also invest in collective investment schemes (restricted to 10%), cash, money market instruments, and other transferable securities (including unlisted and non-UK securities) and, including collective investments schemes of which the Manager (or one of its associates) is the appointed manager.

Fund Managers

JPMorgan Asset Management (UK) Limited

The Fund adopts a multi manager approach. James Illsley (Managing Director) manages UK core portfolios. He was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd) before joining JPM in 1999. Chris Llewelyn (Executive Director) has been an employee at JPM since 1985, previously Head of the Statistics Group. Callum Abbot (Vice President) is part of the UK Core portfolios sub-team, joining JPM as a graduate trainee in September 2012. Anthony Lynch (Executive Director) - co-manages the Mercantile Investment Trust and the JPM UK Equity Plus Fund as well as the JPM UK Equity Core Fund, specialising in UK mid & small cap equities. The portfolio managers sit within the JPMAM International Equity Group (IEG) – Behavioural Finance Team. The team is comprised of 43 people based in London.