MoneyAM Fund Centre

Quick Stats

Fund Objective

Capital growth with outperformance of its sector average. We aim to achieve this with less than half of equity market risk. The fund holds a minimum of 30% fixed interest and between 20% -60% UK and overseas shares. We target 4% -7% annualised growth over the recommended investment time horizon of at least five years.

Fund Managers

James Menzies

James Menzies joined Greystone in December 2001 and became Investment Director in 2005. He leads the Greystone investment team and helped develop our fund of fund proposition. James contributes on asset allocation, fund selection and risk management at our fortnightly investment committee meetings. He is responsible for oversight of our investment philosophy, process and fund performance. James has grown the investment team over time and works closely with a group of talented analysts. He mentors university placement students through our yearlong intern programme, and has done so for over a decade. In recent years, he has been involved with the summer internship scheme for local sixth form pupils, offering work experience within our fund management team. James holds a BA (Hons) in International Relations from Nottingham Trent University and an MA in Finance and Investment from the University of Exeter. He is an associate member of CFA UK (formerly the UK Society of Investment Professionals) and holds professional qualifications in portfolio management, derivatives and investment analysis. James is a chartered fellow of the Chartered Institute of Securities and Investment and a Chartered Wealth Manager. He brings 17 years of experience to the role.