MoneyAM Fund Centre

Quick Stats

Fund Objective

We aim to deliver a greater total return than our benchmark (made up of 35% FTSE 100 Index; 25% FTSE North America Index; 6% FTSE Developed Europe excluding UK Index; 5% FTSE Japan Index; 6% FTSE AW Asia Pacific excluding Japan, Australia, New Zealand, India and Pakistan Index; 3% FTSE Emerging Markets Index; 20% Bank of England Base Rate), after fees, over any 10-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use our benchmark as a target for our funds return because the benchmark's composition reflects the geographic and economic sectors we invest in.

Fund Managers

Clive Hexton

Clive Hexton is an investment director with 25 year experience in private client fund management. He has been actively involved in the management of portfolios for larger complex family structures, including the management of bespoke family funds, and accordingly is also a director of Rathbone Unit Trust Management (Rathbone Funds). Clive is member of the Rathbone Investment Management Investment Executive Committee. He is also on Rathbones’ committees for Strategic Asset Allocation and UK Stock Selection. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree from London University. Clive joined Rathbones in 2000, prior to which he spent 15 years at Kleinwort Benson. Throughout this period he was actively involved in the research and stock selection process, was deputy chief investment officer and in his earlier years was research manager for the oil, gas, utility and pharmaceutical sectors. Prior to his career in the financial services, Clive served a three year commission with the Royal Regiment of Fusiliers.