MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate growth over the long term (5 years or more) by investing in UK mid-capitalisation equities (company shares). Performance Target: To achieve the return of the FTSE 250 (ex Investment Trusts) Index plus 3% per annum over three years (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The ACD believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index.

Fund Managers

Abby Glennie

Abby joined the UK Smaller Companies team in Jan 2016. She has been at Standard Life Investments since Feb 2013, on the UK Larger Companies team, where she ran funds with a variety of UK Equity mandates, and had sector responsibilities including Technology, Non-Life Insurance and Healthcare. She has over 8 years’ industry experience, all of which has been spent covering UK Equities. Previously she worked on the UK Equities team at Kames Capital, which she joined as a graduate in 2007. Abby has a First Class Joint Honours degree in Economics and Finance from The University of Aberdeen.

Amanda Yeaman

Amanda is an Investment Manager providing research support predominantly for our UK Smaller Companies strategy but also to the wider Smaller Companies team. Amanda joined the company in June 2019 from Investec Securities where she was a small and mid-cap equity sales specialist. Amanda has an MA (Hons).