MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve long-term capital growth. The Fund aims to target 10% average volatility (a measure of the variation of the Fund’s price over time) over a full market cycle (the time period where the market experiences a full range of economic outcomes). However no assurances can be made that this target will be met. The reference in the Fund’s name to the 10% average volatility target should not be confused with the rating in the Risk and Reward Profile below. The Fund invests in derivatives (complex instruments) and other financially linked instruments (generally linked to the price of other investments) to gain exposure to fixed income, shares of companies and commodities worldwide, although some investments may be made directly. Total exposure can be up to 3.5 times the value of the Fund by use of leverage. The Fund is actively managed within its objectives and is not constrained by a benchmark.

Fund Managers

Scott Wolle

Based in Atlanta in the US, Scott serves as the Chief Investment Officer for the Invesco Global Asset Allocation (IGAA) team, which serves clients through strategic and tactical asset allocation investment strategies. Scott began his investment career in 1991 and was with Bank of America prior to joining our company in 1999 and IGAA in 2000. Scott’s career includes fundamental and quantitative research responsibilities covering the major asset classes with a focus on equity markets and commodities. Scott received his BS in Finance from Virginia Tech, graduating Magna Cum Laude. He received his MBA from the Fuqua School of Business at Duke University where he earned the distinction of Fuqua Scholar and holds the Chartered Financial Analyst® (CFA®) designation.