MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide income with the prospect of capital growth, in order to provide a return, net of fees, higher than that provided by the composite benchmark* over the long term (at least five years). *The benchmark is a composite of 75% FTSE All Share, 12.5% BAML High Yield Bond, 12.5% BAML Investment Grade Bond. Policy: At least 70% of the Fund is invested in shares and convertible bonds. Up to 30% of the Fund may be invested in other assets, including fixed-interest debt securities, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Talib Sheikh

Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team since its inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts. Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA charterholder.