MoneyAM Fund Centre

Quick Stats

Fund Objective

The aim of the Fund is to provide a positive absolute return on your investment (i.e. an increase in the overall value of the Fund) over any 12 month period, regardless of market conditions. Although the Fund aims to achieve its investment objective, there is no guarantee that this will be achieved and the Fund may experience loss. The Fund’s capital is at risk, meaning that the Fund could suffer a decrease in value and the value of your investment would decrease as a result. The Fund will seek to achieve its investment objective by investing in equity securities (e.g. shares) and other equity-related securities (including derivatives, which are contracts the value of which is based on one or more underlying assets) and, when determined appropriate, fixed income (FI) securities (such as bonds), money market instruments (MMIs) (i.e. debt securities with short-term maturities), deposits and cash. The Fund will use quantitative (i.e. mathematical or statistical) models in order to achieve a systematic (i.e. rule based) approach to selection of equity securities.

Fund Managers

Kevin Franklin

Kevin Franklin, Managing Director, is a member of BlackRock's Systematic Active Equity Group. He is responsible for BlackRock's Global Equity Strategies. Mr. Franklin rejoined the firm in 2010, building on five prior years of service with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined BlackRock after a year as head of Automated Trading at Marble Bar Asset Management in London, where he was responsible for MBAM's European systematic equity long-short product. At BGI, his previous roles include head of Portfolio Management for The 32 Capital Fund equity long-short strategy, as well as head of Market Neutral, Europe Active Equities. Prior to joining BGI, Mr. Franklin was a portfolio manager and trader at Horizon Asset Limited. Mr. Franklin earned a BS degree in applied physics and history from the California Institute of Technology in 2000.