MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide an income with the potential for capital growth over the long term (5 years or more). The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in the UK. Companies will be incorporated, headquartered, or deriving significant revenue from, the UK. The Fund is actively managed with reference to the FTSE All Share Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA UK Equity Income sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Andrew Jones

Andrew Jones is a Director of Global Equity Income and Portfolio Manager at Janus Henderson Investors responsible for a range of equity income mandates. Prior to joining Henderson in 2005 as a portfolio manager on the UK Equities Team, Andrew worked as a fund manager at Invesco Perpetual, where he started his career in 1995. Andrew graduated with a BA degree (Hons) in economics from Queens’ College, Cambridge University. He holds the Securities Institute Diploma and has 25 years of financial industry experience.