MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a return, over a five year rolling period and after all fees and expenses, consisting primarily of capital growth (and potentially a low level of income) which exceeds a composite benchmark based on the FTSE All Share TR Index (30%), Russell 1000 TR Index (15%), MSCI Daily (ex UK) EAFE TR Index (15%), MSCI Daily Net EM TR Index (10%), SONIA GBP 3-Month (5%), ICE BoAML Global Broad Market (5%) and the ICE BoAML Sterling Broad Market (20%).

Fund Managers

Michael Kelly

Michael J. Kelly joined PineBridge in 1999 and is based in New York. He is responsible for overseeing the firm’s global multi-asset business. He founded the firm’s, multi-asset investment process and is responsible for a regional team of investment professionals. Prior to joining PineBridge, he spent 15 years in various equity research and portfolio management roles at JPMorgan Investment Management. He holds an MBA from the Wharton Graduate School of Business. He also is a CFA Charterholder.

Hani Redha

Hani Redha joined PineBridge in 2012 is based in London. He is responsible for leading the strategy and research function for the Global Multi-Asset team. Prior to joining the firm, Hani was an Investment Manager with the Sovereign Wealth Fund of the Kingdom of Bahrain, Mumtalakat. Prior to that he held positions as Deputy Head of Global Fixed Income and Deputy Head of Hedge Funds at NCB Capital. Hani holds a master’s degree in chemical engineering, with First Class Honours, from Imperial College of Science, Technology and Medicine in London and a diploma in actuarial techniques from the Institute of Actuaries (UK). He also is a Chartered Alternative Investments Analyst (CAIA) Charterholder.