MoneyAM Fund Centre

Quick Stats

Fund Objective

The Scheme's investment objective is to achieve long term capital growth whilst at the same time safeguarding against excessive risks.. The fund will invest in a wide range of investment funds (including funds which are not authorised for sale in the UK) that hold company shares. It may also invest in funds that hold bonds (a type of loan which pays interest) issued by companies and governments, commercial property and cash. The fund manager will select investment funds that invest across all countries, currencies and sectors.? The investment funds in which the fund invests may be actively managed or passively managed (for example, a fund that tracks a particular stock market index), and may include funds from Legal & General.? The bonds that these funds invest in may be investment grade (rated as lower risk) or sub-investment grade (rated as higher risk). Investment and sub-investment grade bonds are bonds that have been given a credit rating by a rating agency. Credit ratings give an indication of how likely it is that the issuer of a bond will be able to pay back interest and the loan on time.? The fund may use derivatives (contracts which have a value linked to the price of another asset) to:- reduce risk or cost; or - generate additional capital or income with no, or an acceptably low, level of risk.? The fund may also invest directly in other transferable securities (including government bonds), and cash or cash-like investments.

Fund Managers

Asset Allocation Team

Our Asset Allocation team designs and manages multi-asset funds to meet our clients’ varied needs. The team has a wealth of experience from different fields, including fund management, investment consulting and risk management. We have significant inhouse macro investing capabilities driven by our team-based approach which draws upon our economic, strategy and fund management expertise.