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 aims to achieve capital growth by investing primarily 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 fund will normally hold a concentrated portfolio of between 25 and 50 Securities.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

Lazard Asset Management Limited

Lazard manages the portfolio using a team approach which allows for the portfolio managers to benefit from their peers and to receive Lazard’s best thinking, and not that of a single portfolio manager. Alan Custis is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1987. Prior to joining Lazard in 2004, Alan was a member of the UK large cap team at JP Morgan Fleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Lloyd Whitworth is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1991.