MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a growing income with some capital growth over the medium term (3-5 years) by investing at least 80% in the shares of medium-sized and larger UK companies listed on the London Stock Exchange. The Fund’s performance target is to outperform, after the deduction of charges, the FTSE All-Share Total Return GBP Index (the "Index") over rolling 5-year periods. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Richard Marwood

Richard joined RLAM in 2016, having worked at AXA Investment Managers for the preceding 19 years. He has run a wide range of UK Equity and multi-asset class portfolios, most notably AXA’s Distribution Fund franchise. Prior to working in The City Richard had an engineering background, having served an apprenticeship with British Aerospace. He holds a Mechanical Engineering Degree from Sheffield University and a PhD from Oxford University.

Niko de Walden

Niko joined the RLAM UK Equity team in July 2014 as an Equity Analyst, and works closely with Martin and Richard as part of the Income team. He was previously a graduate trainee at Henderson Global Investors, working principally in Performance Analysis. Niko has a BA Hons in Classics from Oxford University, and is a CFA charterholder.