MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve income and capital growth over the long term (5 years plus).

Fund Managers

Ciaran Mallon

Based in Henley-on-Thames, Ciaran is responsible for the management of a number of UK equity portfolios. Ciaran began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining our company in 2005. He holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.

James Goldstone

James joined the Henley Investment Centre's UK Equities team in August 2012 and was appointed manager of the UK equities portfolio of Invesco Perpetual Select Trust plc in October 2016.He was subsequently appointed manager of the Keystone Investment Trust plc portfolio in April 2017 and also manages UK equity pension and pan-European equity mandates. Prior to joining Invesco, James was co-head of pan-European sales at Banco Espirito Santo in London. James began his career in pan-European equity sales at Credit Lyonnais in 2001 and went on, via HSBC and Dresdner Kleinwort, to specialise in UK equity sales.