MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund seeks to achieve capital growth and income with a low level of volatility (risk), having a risk profile of 2, in a range from 1 to 7 where 1 is the lowest risk and 7 the highest.

Fund Managers

Sheldon MacDonald

Sheldon joined Liontrust in Nov 2020. Previously he worked at Architas where he managed the Multi-Asset Blended Fund range. He oversaw fund selection and managed the products' asset allocation and investment strategies. He also lead the fund manager research across a number of sectors, including multi-asset and money market strategies. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC. He has 22 years of investment experience.

Nathan Sweeney

Nathan co-manages the Liontrust MA Active Fund range and the Liontrust MA UK Equity Fund, Liontrust MA Monthly High Income Fund,Liontrust MA Strategic Bond Fund and Liontrust MA Diversified Global Income Fund. Nathan’s analyst responsibilities consist of US economic research and US fund selection. Nathan began his 20-year investment career at AIB Investment Managers, where he was responsible for launching and managing the AIB Multi-Manager Funds. Nathan joined Architas in 2010 and has significant experience of asset allocation, portfolio management and fund selection before joining Liontrust in Nov 2020. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.