MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to generate a positive annualised real return over a rolling 3 year basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital. Real return means a return over UK CPI over a rolling 3 year time horizon. In aiming to produce positive capital returns, whilst also seeking to control the magnitude of any losses, the Fund will invest in a wide range of asset classes inclusive of structured products. government and corporate bonds, securities, exchange traded funds and more.

Fund Managers

Mark Elliott

Mark was one of the founding members of the Castlefield investment management business. In addition to being the lead manager of the Sustainable Income, Real Return and UK Opps. Funds, Mark is also responsible for managing segregated accounts for the firm’s discretionary clients. A charter holder (Chartered Financial Analyst) of the CFA institute as well as an individually Chartered Member of the Chartered Institute for Securities & Investment (CISI), Mark has over 15 years industry experience.

Simon Holman

Simon Holman is a graduate of Spanish from Edinburgh University and has also completed a Post-graduate Masters qualification in Investment Analysis at Stirling University. Simon combines an investment role (that includes being the lead manager of the Castlefield B.E.S.T Income Fund) with analysing developments in the ethical investment world. Simon is also a charter holder (Chartered Financial Analyst) of the CFA Institute and has over 10 years industry experience.