MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide real returns (in excess of UK inflation, currently measured by the increase in the UK Consumer Price Index (CPI)) through capital growth (to grow the value of your investment) and income over at least 5 years. The Fund targets a return of UK CPI +5% (before fees) per year over rolling 5-year periods. While the Fund aims to achieve real returns and its performance target, there is no guarantee that either will be achieved over rolling 5-year periods, or over any period of time and there is a risk of loss.

Fund Managers

Philip Saunders

Philip is Co-Head of Multi-Asset Growth at Ninety One. He is also co-portfolio manager for the Global Strategic Managed and Risk Managed strategies, and has macro focussed research responsibilities. He began his investment career in 1981 as an analyst at Guinness Mahon & Co Limited, assuming management responsibility for the company’s managed currency funds in 1984. In 1987, he became a founding director of Guinness Flight Global Asset Management, which was later acquired by Ninety One in 1998, and led its successful Global Fixed Income team. In 2000 he joined the Multi-Asset team, becoming Head in 2004. Philip graduated from Cambridge University with an MA in History in 1980.

Michael Spinks

Michael is Co-Head of Multi-Asset Growth at Ninety One, He is also co-portfolio manager for the Diversified Growth and the Global Strategic Managed strategies. Michael’s research responsibilities include equity and fixed income. He joined the firm in London after spending eight years at Schroder Investment Management, where he was a member of the Global Asset Allocation Committee and co-portfolio manager of the Diversified Growth Fund and the Diversified Completion Fund. Prior to joining Schroder Investment Management, Michael worked at Watson Wyatt and was previously a portfolio manager for private clients at Investec Private Bank. Michael graduated from Durham University with a Bachelor of Arts degree (Hons) in Mathematics and Economics and is a CFA Charterholder.