MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve a high level of return through a combination of income and capital growth over the medium to long term. The Fund invests primarily through a flexible allocation to corporate and government fixed interest and other debt securities (which may be sub-investment grade or have no credit rating) and cash and can potentially be fully invested in cash and near cash instruments depending on market conditions. The Fund may use derivatives (complex instruments) and other financially linked instruments in order to meet the Fund’s investment objective and to reduce risk, minimise costs and/or generate additional capital or income. The Fund is actively managed within its objectives and is not constrained by a benchmark.

Fund Managers

Paul Causer

Paul co-leads the Henley Investment Centre's Fixed Interest team with Paul Read, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career in 1983 in research and credit analysis with Asahi Bank, the large Japanese commercial bank. He then moved to the bank's treasury department and traded securities and derivative instruments until 1990 when he was given responsibility for managing the bank's multi-currency investment portfolio before joining our company in 1994. Paul holds a BSc in Economics from the London School of Economics.

Stuart Edwards

Based in Henley-on-Thames, Stuart is responsible for a number of global bond, emerging market, and cash portfolios. Stuart began his investment career in 1997 at Standard & Poor’s as an economist, initially specialising in analysis of the Benelux region and then covering the UK fixed income and money markets with responsibility for forecasting UK economic data and providing fixed income strategy. On joining our company in 2003, he was initially the fixed income specialist within our Investment Communication team before successfully transferring to the Henley-based Fixed Interest team in January 2006 as a fixed income strategist, specialising in the analysis of macro economic data and trends. In March 2010 Stuart was promoted to the role of fund manager. He holds a BSc (Honours) in Business Economics with Computing from the University of Surrey and a MSc in Finance from Birkbeck College, University of London.

Jack Parker

Jack is a deputy fund manager and senior macro analyst within the Henley Investment Centre's Fixed Interest team. Jack began his investment career with the firm within our investment operations function in January 2008. He transferred to the Fixed Interest team in August 2010, initially as a trainee, before assuming the role of macro analyst/trader. He was promoted to deputy fund manager for a number of portfolios in July 2015. He holds a BA (Honours) in Business Economics from the University of Exeter. He is also a CFA charterholder.