MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund's investment objective is to achieve a combination of income and capital growth (a total return) over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in shares of companies globally. The Fund’s performance target is to outperform, after the deduction of charges, the MSCI All Countries World Net Total Return Index GBP (the "Index") by 2% p.a. over rolling 3-year periods. The Fund also aims to produce an income 20% higher than the Index's income p.a. over rolling 3-year periods (after the deduction of any charges).

Fund Managers

Niko de Walden

Niko joined the RLAM UK Equity team in July 2014 as an Equity Analyst, and works closely with Martin and Richard as part of the Income team. He was previously a graduate trainee at Henderson Global Investors, working principally in Performance Analysis. Niko has a BA Hons in Classics from Oxford University, and is a CFA charterholder.