MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve capital growth over the medium-to-long term (5-7 years) by investing at least 80% in the shares of US companies listed on the New York Stock Exchange. The Fund's performance target is to outperform, after the deduction of charges, the MSCI USA £ Net Total Return Index (the "Index") over a rolling 7-year period. For further information on the Fund's index, please refer to the Prospectus. The Fund is actively managed.

Fund Managers

James Clarke

James is a Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, James was a Portfolio Manager at Waverton Investment Management, where he worked alongside Kenney and Rutter under the same team construct. Prior to this, James was a partner at IronBridge Capital Management for six years, where he co-managed the £3bn IronBridge Global Equity strategy with Rutter, delivering a successful performance track record. Previously, he worked closely with Kenney on the global equities team at Deutsche Asset Management. James graduated from Warwick University with an honours degree in Economics and is a CFA charterholder.