MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Fund is to provide a combination of income and capital growth with a particular emphasis on income.

Fund Managers

Nick Taylor

Nick Taylor has 40 years of international investment management experience gained at Morgan Grenfell and Invesco. He was Managing Director at Cigna International Investment Advisors and Matheson Investment Management. An award winning manager, Nick has run equity portfolios for a broad range of investors, including institutional pension funds, private client portfolios and investment trusts. Nick is also a Chartered Fellow of the Chartered Securities Institute.

Ian Williams

Ian Williams has spent the past 35 years trading equities, commodities and G7 government bonds, covering sales, research, market making and proprietary trading. He was a member of the London Stock Exchange for many years before joining Chase Manhattan Bank (now JP Morgan). He then worked for Dresdner Kleinwort Benson and Guinness Mahon (now Investec) before Charteris. Ian is a Chartered Fellow of the Chartered Securities Institute.

Colin Robertson

Colin has over 32 years investment management and financial experience. He has held important and influential positions at some of the largest names in the financial sector including Aberdeen Asset Management, Cornelian, Gillespie MacAndrew LLP and Brown Shipley. Colin has furthered his career by acquiring further qualifications including the LSE private client futures and options exams.