MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth (to grow the value of your investment) and income over at least 5 years. The Fund targets a return of UK Consumer Prices Index (CPI) +4% each year (before fees), over 5-year rolling periods. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5-year rolling periods or over any period and there is a risk of loss. The Fund invests primarily (at least two-thirds) in the shares of companies, and bonds (or similar debt-based assets) of borrowers, around the world. These bonds will be investment grade (have a relatively high credit rating).

Fund Managers

John Stopford

John is Head of Multi-Asset Income at Ninety One. He is co-portfolio manager of the Multi-Asset Income strategies and has macro focussed research responsibilities.. During his time at the firm John has held senior positions as Co-Head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004. John joined Guinness Flight in 1993, which was later acquired by our firm, and took responsibility for investments in emerging bond and currency markets. Prior to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.

Jason Borbora-Sheen

Jason is a portfolio manager in the Multi-Asset team at Ninety One. He is co-portfolio manager of the Multi-Asset Income strategies and his research responsibilities include equities. He joined the firm in 2015 to work on the income strategy as an analyst with responsibility for its equity exposure. Prior to this he worked for Pan Asset Capital Management as an assistant fund manager on multi-asset portfolios. Previously, Jason worked for BlackRock as an analyst. Jason studied Law at Oxford University. He holds an Investment Management Certificate and is a CFA charterholder.