MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to deliver over the medium-to-long term (5-7 years), the capital return of the FTSE® Europe ex UK GBP Index (the “Index”). This is carried out principally by matching the performance of the Index, which is made up of the shares of approximately 500 companies from developed countries in Europe, excluding the UK.

Fund Managers

JoJo Chen

JoJo Chen joined RLAM as a Passive Fund Manager in June 2016. Prior to joining RLAM she was an assistant fund manager at UBS Asset Management, mainly looking after various passive index linked funds/ETFs. Her previous positions include business unit controller in the UBS investment banking division, monitoring equity derivatives and a role as an equity derivative financial analyst at Bank of America Merrill Lynch. JoJo also spent three years at KPMG LLP before moving into the banking/asset management industry. She is a CFA charter holder and qualified accountant (ACCA).