MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate capital growth and some income over the long term (5 years or more) by investing in a globally diversified portfolio of funds. Performance Target: To achieve a return in excess of the rate of inflation (currently as measured by the Consumer Price Index) over five years (before charges). The Performance Target is the level of performance the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. It has been chosen as the target as the Consumer Price Index is a commonly accepted measure of UK inflation.

Fund Managers

Simon Wood

Simon joined SWIP in December from Cazenove where from 2001 he was co-manager of the Multi-Manager Funds for Cazenove and Head of Research for Multi-Manger. Simon previously worked at AXA Investment Managers as the Head of the Discretionary Management Service with responsibility for both asset allocation and fund selection. Simon is A rated by OBSR, as at 31 March 2011 for the SWIP MM Select Boutique Fund and SWIP MM Diversity Fund.

Lyndon Gill

Lyndon joined SWIP in November 2007 as an Investment Director. Prior to this Lyndon was a Senior Fund Analyst on the Multi-Manager team at Cazenove which he joined in 2002 to research funds and provide support for the Multi-Manager Portfolios.Before joining the team Lyndon was a Private Client Fund Manager for six years. He joined Cazenove in 1987.Lyndon is a Fellow of the Securities Institute.