MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve a combination of income and capital growth over the medium to long term. The Fund invests primarily through a flexible allocation to debt securities (which may be investment grade, sub-investment grade or have no credit rating) and shares of companies globally. The Fund may invest up to 80% of its assets in debt securities and 60% in shares of companies. 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. You can buy, sell and switch shares in the Fund on any UK business day. Any income from your investment will be paid monthly. Recommendation: The Fund may not be appropriate if you plan to withdraw your money within 5 years.

Fund Managers

Paul Read

Paul co-leads the Henley Investment Centre's Fixed Interest team with Paul Causer, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career with UBS (Securities) Ltd in 1986, and then moved to Merrill Lynch International in 1988. Paul initially worked on the bond sales desk, covering institutional investment managers at Merrill Lynch, before moving on to debt trading and working as a director of fixed interest trading in Tokyo from 1991 and in Paris from 1993 before joining our company in 1995. He holds a BA in Economics and History from the University of Toronto and also has an MBA from INSEAD.

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.

Stephen Anness

Stephen is Head of the Henley-based Global Equities team and became lead manager for the Invesco Global Equity Income strategy on 1 January 2020. Prior to this he was lead manager for the Global Opportunities strategy from January 2013 to December 2019. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. Stephen began his investment career within the Henley UK Equities team, joining Invesco in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK ICVC in 2008, before moving to the Henley Global Equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.

Alexandra Ivanova