MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve capital growth over the long term (7 years) by investing at least 80% in the shares of companies globally that are listed on stock exchanges. The Fund’s performance target is to outperform, after the deduction of charges, the MSCI World Net Total Return Index GBP (the "Index") by 0.4-0.8% over rolling 3-year periods. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Peter Rutter

Peter is Head of Global Equities and a Senior Portfolio Manager with over 14 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at IronBridge Capital Management for six years, where he co-managed the £3bn IronBridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Peter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography, is a CFA charterholder and a charteredmanagement accountant (CGMA).