MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth over the long term. Performance target: To outperform the MSCI All Countries World Index by 2.5% per annum, before the deduction of charges, over any 5 year period. The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, in any industry, in any country. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings. The Fund is actively managed with reference to the MSCI All Countries World Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund’s performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Global sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Gordon Mackay

Gordon Mackay is a Portfolio Manager on the UK-based Global Equities Team at Janus Henderson Investors, a position he has held since joining Henderson in 2016. He is lead Portfolio Manager on the Global Equities strategy. Most recently, Gordon was a senior investment analyst at Speirs & Jeffrey Ltd. covering a range of UK equity sectors. From 2004 to 2014, he was a portfolio manager at Ignis Asset Management responsible for managing a range of Asian equity portfolios. Prior to this, Gordon was with Abbey National Asset Managers from 1996 until 2003, first as a trainee investment analyst covering North American equities before progressing to become an investment manager for that region. He began his career at Clydesdale Bank plc as a bank officer. Gordon has a BA degree (Hons) in economics and finance from the University of Strathclyde. He is an Associate Member of the Society of Investment Professionals (ASIP) and an Associate Member of the Chartered Banker Institute (ACBI). He has 24 years of financial industry experience.