MoneyAM Fund Centre

Quick Stats

Fund Objective

To deliver an absolute return (above zero performance, irrespective of market conditions) over rolling 3 year periods. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, in excess of the Bank of England Base Rate over rolling 3 years. There is no guarantee that such return will be generated over that specific time period or any other period, and any capital invested is at risk. The fund will obtain exposure, either directly or through derivatives, primarily (at least 70%) to UK equities and convertible bonds.

Fund Managers

James Bowmaker

James joined the company in 2010 from Baring Asset Management, where he was a pan-European equity analyst focusing primarily on the consumer discretionary and consumer staples sectors (2008-10). He joined Barings from Bear Stearns, where he was a pan-European telecommunications analyst (2005-08). James has a BSc in banking and international finance from Cass Business School (2005).