MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide capital growth over a period of at least 6 years (investors should also consider this to be the minimum recommended holding period). The minimum period does not provide any guarantee that this objective will be achieved and investors should be aware that capital and the income distributed are at risk and there is no guarantee that the objective will be achieved. The Sub-fund will invest a minimum of 70% in listed UK companies (being companies which are incorporated, domiciled or have the predominant part of their business in the UK) with no particular emphasis on any industrial, economic sector or level of capitalisation. The Sub-fund is actively managed and therefore the investment manager decides which investments to buy or sell, and when.The Sub-fund will invest a minimum of 70% in listed UK companies (being companies which are incorporated, domiciled or have the predominant part of their business in the UK) with no particular emphasis on any industrial, economic sector or level of capitalisation. The Sub-fund is actively managed and therefore the investment manager decides which investments to buy or sell, and when. The Sub-fund may also invest in cash, money market instruments, other transferable securities (including but not limited to investment trusts, REITs and preference shares), and collective investment schemes (restricted to 10%) which may include collective investment schemes of which the Manager (or one of its associates) is the appointed manager.

Fund Managers

River and Mercantile Asset Management LLP

Hugh Sergeant is the head of UK Equities at R&M with overall responsibility for managing and developing the team. He graduated from the London School of Economics with a degree in Economics. He joined SGAM in 2002 where he was Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund, Hugh then joined R&M in August 2006. Hugh is focused on the UK High Alpha and Long-Term Recovery strategies.

Liontrust Investment Partners LLP

Anthony Cross and Julian Fosh co-manage the fund. Anthony joined Liontrust in 1997, forming the Economic Advantage process that was applied to the Fund in 2009 – Julian joined Liontrust in 2008 to help develop the strategy. They are supported by the other members of the Economic Advantage Team, Victoria Stevens and Matt Tonge who research small cap investment opportunities. The team manages an additional five funds and segregated mandates. Anthony previously worked at Schroders, firstly as a graduate trainee before becoming an equity analyst and joining the Smaller Companies team. Julian previously co-managed the Saracen Growth Fund and headed the investment department at Scottish Friendly Assurance Society. He also worked at Britannia Investment Managers and Scottish Amicable.