MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Sub-Fund is to achieve a positive return in sterling terms by investing across a range of asset classes. The Sub-Fund is managed to seek a minimum return of Retail Prices Index (RPI) +4% per annum over five years before fees. In doing so, the Sub-Fund aims to achieve a positive return on a rolling three year basis (meaning a period of three years, no matter which day you start on). However, a positive return is not guaranteed and a capital loss may occur.

Fund Managers

Tim Wilson

Tim is a multi-asset portfolio manager at Newton, having joined in 1996 and has principal responsibility for Newton’s strategic asset allocation ‘fund of funds’ service. He is also involved in generating Newton’s economic and strategic view across global sectors, markets and asset classes. Tim has a wealth of experience in the investment management sector through high level positions at Provident Mutual, National Mutual Life of Australasia and Bank of Scotland.