MoneyAM Fund Centre

Quick Stats

Fund Objective

The aim of the Fund is to provide an above average income compared to the income produced by global bond and equity markets (as defined by the Bloomberg Barclays Global Aggregate Bond Index and MSCI All Country World Index respectively) without sacrificing the benefits of long-term capital growth. The Fund invests globally in equity securities (e.g. shares), fixed income securities (such as bonds), funds, cash, deposits and money market instruments (i.e. debt securities with short term maturities). The Fund’s investments may be issued by governments, government agencies, companies and supranationals (e.g. the International Bank for Reconstruction and Development). These may include securities with a relatively low credit rating or which are unrated.

Fund Managers

Michael Fredericks

Michael Fredericks, Managing Director, is head of Income Investing for the Blackrock Multi-Asset Strategies group and lead portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, Dynamic High Income, and Managed Income funds. Mr. Fredericks joined BlackRock in 2011 from JPMorgan Asset Management where he was an Executive Director and portfolio manager in the Global Multi-Asset Group (GMAG) responsible for retail asset allocation solutions. At JPMorgan he co-managed the JPMorgan Diversified Fund and the JPMorgan Income Builder Fund, and served on the GMAG New York investment committee. Previously he was an equity analyst responsible for global consumer discretionary stocks at Nicholas Applegate Capital Management. Mr. Fredericks holds a B.A. in Economics and History from the University of California, Berkeley and an M.P.I.A. from the Graduate School of International Relations and Pacific Studies at the University of California, San Diego. He regularly contributes to financial news media and has been featured in print and broadcast outlets including the Wall Street Journal, Financial Times, Associated Press, CNBC and Bloomberg TV, among others.

Alex Shingler

Alex Shingler, CFA, Managing Director, is a member of BlackRock's Multi-Asset Strategies group and a portfolio manager for over $20 billion of income-oriented multi-asset portfolios, including the BlackRock Multi-Asset Income fund. Prior to his current role, Mr. Shingler served as a research analyst and portfolio manager within BlackRock's European and U.S. credit businesses. Before joining BlackRock in 2009 in London, Mr. Shingler was Head of European Research at R3 Capital Partners and its predecessor. From 1999 to 2007, Mr. Shingler was with Seneca Capital Advisors, focusing on special situation equity and debt investments. He began his career as an analyst with J.P. Morgan. Mr. Shingler earned an AB degree, summa cum laude, in philosophy from Princeton University.

Justin Christofel

Justin Christofel, CFA, CAIA, Managing Director and portfolio manager, is a member of the BlackRock Multi-Asset Strategies group, which is responsible for developing, assembling, and managing global tactical asset allocation portfolios as well as outcome oriented investment solutions. Mr. Christofel is a portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, Dynamic High Income, and the Managed Income Funds. He also manages decumulation strategies designed for investors in retirement. Prior to the launch of the Income strategies, Mr. Christofel managed customized asset allocation portfolios for institutional investors. He also managed volatility control strategies, and a multi-asset real return portfolio. Mr. Christofel joined Blackrock in 2007 from Oliver Wyman, a consulting firm specializing in financial services. His projects spanned from retail banking to structured finance. Mr. Christofel graduated from Yale University with a BA degree, with honors, in economics and mathematics.