MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a total return over the medium term (3–5 years) by investing at least 80% in short-duration (1-5 years) UK government bonds, which are also known as gilts. The Fund’s performance target is to outperform, after the deduction of charges, the FTSE Actuaries UK Conventional Gilts up to 5 Years Total Return GBP Index (the "Index") over rolling 5-year periods. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Craig Inches

Craig joined RLAM in January 2009 as a fund manager with the fixed interest team. He is responsible for the management of government bond portfolios including index-linked bonds, gilts and non UK sovereign debt. Craig joined RLAM after an 11 year career at Scottish Widows Investment Partnership (SWIP) where he was Fixed Income Investment Director. At SWIP, Craig built up a strong track record across a wide range of fixed income funds. Craig has an MSc in Investment Analysis from Stirling University and a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot-Watt University.

Ben Nicholl

Ben joined RLAM as a university graduate in September 2007 with a BSc in Economics from the University of York. After one year spent rotating between RLAM’s core investment disciplines, Ben spent four and half years with the Far East Equity Team as a trainee and then Junior Fund Manager. Ben then joined the Asset Allocation Team where he spent two years before transitioning to the Government Bond Team as a Trainee Portfolio Manager. Ben also holds the IMC and has passed all three levels of the CFA programme.