MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide a monthly income together with growth in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 80% in a combination of shares (equities) of UK companies and bonds issued by UK companies. UK companies are those that are based in the UK or earn at least 80% of their revenue from the UK. Under normal market conditions, the asset allocation of the Fund is 70% in shares of companies and 30% in bonds. These percentages will fluctuate based upon market movement.

Fund Managers

Justin Mark Turner

Justin has over 22 years of experience in the financial services industry and joined HSBC Global Asset Management in 1994 having worked previously in the commercial banking arm of the HSBC Group. During this time Justin has worked across our institutional, wholesale and wealth businesses, heading our institutional client management team and maintaining responsibility for key institutional clients, including insurers, banks, trusts and pension schemes. He is a Board Director of Mark & Spencer Unit Trust Management Ltd and Marks & Spencer Savings and Investment Ltd as well as member of the HSBC Global Asset Management UK Investment Committee and Asset Allocation Committee.Justin currently manages multi-asset class portfolios for institutional clients as well as working across the broader investment business to ensure effective communication of our investment processes and views. Justin is a graduate of Financial Services, a holder of the Investment Management Certificate, passed the Chartered Financial Analyst (CFA), level I in 2000 and Authorised by the FSA in the UK.

Mohamed Imtiaz Siddeeq

Mohamed Siddeeq is a fund manager in the London fixed income team and started working in the industry in 1986 with the HSBC group. During his time with the group he has set up businesses in Asian fixed income and credit derivatives European high yield and managed investments on behalf of the HSBC balance sheet and Structured Investment Vehicles. Prior to re-joining the firm in 2009 Mohamed worked for RAB Capital managing an Asian fixed income fund. He holds BSc in Physics from the University of Bristol and the Investment Management Certificate.