MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide capital growth through investment in a select portfolio, typically 30 to 50 holdings, of UK shares. The benchmark index for the Fund is the FTSE All-Share Index (the “Index”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Index by 3% per annum on a rolling 3 year basis, before deduction of fees. The FTSE All-Share Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the UK equity market. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Bill Casey