MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the MI Charles Stanley Equity Fund is to generate capital growth from a portfolio consisting predominantly of companies which form the FTSE 350 Index. There may be occasions when we choose to hold collective investment schemes and a high level of bonds, government securities, cash and money market instruments.

Fund Managers

Chris Ainscough

Chris joined Charles Stanley as an analyst in April 2014 to work on the Monthly High Income and Equity funds having originally joined Charles Stanley Pan Asset in 2013. He holds a Masters degree in Mathematics from Oxford University and since joining Charles Stanley he has passed the Investment Management Certificate examinations as well as all three levels of the CFA examinations. He now co-manages a suite of multi-asset funds and models. Chris is also an Associate member of the Chartered Institute for Securities and Investments.

Will Dobbs

Will joined Charles Stanley in 2011 and is a Fellow of the Chartered Institute for Securities & Investment. He has worked with the Team for four years. Will graduated from Edinburgh University with a History Masters and has completed the Masters in Wealth Management at the Chartered Institute for Securities and Investment (CISI). Will co-runs Your Professional Forum which is a networking and events group for professionals working in the City, and was recently featured in the CISI’s Magazine. He co-manages the Charles Stanley Equity Fund and sits on the group’s Equity Strategy Committee. He also sits on a team that manages private client portfolios worth £400m.