MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund's investment objective is to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK smaller companies listed on the London Stock Exchange. The Fund’s performance target is to outperform. after the deduction of charges, the FTSE Small Cap ex-IT (investment trusts) Total Return GBP Index (the "Index") over rolling 5-year periods (3). For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Henry Lowson

Henry joined Royal London Asset Management in September 2016 as a Senior Fund Manager and is lead manager on the RL UK Smaller Companies Fund. Henry began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead Fund Manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Henry graduated from Edinburgh University in 2004 with a MA (Hons) degree in Economics and Geography.

Henry Burrell

Henry joined RLAM UK Equities team in December 2017, and works with Henry Lowson on the RL UK Smaller Companies and the RL Mid Cap Growth funds. He was appointed Deputy Manager on the RL UK Smaller Companies Fund in January 2020. He began his career at Smith & Williamson Investment Management in 2011, where he spent six years as an equity analyst. Henry has a BA Hons in History from Warwick University and is a CFA charterholder