MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve a high and growing level of income over the long term primarily through investment in the UK. In order to achieve the objective, the manager's policy is to invest in companies which offer attractive dividend yields and at the same time may be reasonably expected to increase their dividends. The Manager’s policy was amended with effect from 27.01.2014 to increase the Fund's flexibility to select investments from a wider range of dividend yields and dividend growth expectations.

Fund Managers

Mark Boucher

Mark Boucher spent six years as an institutional stockbroker after training at Wedd Durlacher. In 1992 Mark joined Leopold Joseph & Sons, where he was the fund manager of a UK long/short equity fund from its inception in 1998, before joining Smith & Williamson from 2006 to 2009 as co-manager of the Smith & Williamson Enterprise Fund. Mark left to run UK monies for a US multi-strategy hedge fund before returning in January 2013 as Head of UK Equities. He is co-manager of the Enterprise Fund and also manages the Smith & Williamson UK Equity Growth Fund.

Mark Swain

Mark joined Smith & Williamson at the end of 2005. Mark is the assistant fund manager on the Smith & Williamson UK Equity Income Trust and an assistant fund manager on the Smith & Williamson Enterprise Fund. Mark is also the in-house sector specialist responsible for the technology and telecoms sectors. Prior to joining Smith & Williamson, Mark worked at Leopold Joseph/ Bank of Butterfield from 2001. Mark graduated from the University of Nottingham in 2000 with a BEng (Hons) in Electronic Engineering. He is a Member of the Chartered Institute for Securities & Investment.