MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate a positive return in all market conditions, on average 5% per annum above the Bank of England Base Rate, whilst also aiming to manage volatility to a target of less than half that of global equities. These aims are measured over rolling three-year periods before charges and taxes and are not guaranteed so investors’ capital is at risk.

Fund Managers

Peter Fitzgerald

Peter leads our global Multi-asset & Macro investment team and is responsible for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return and Target Income funds. Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s Multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder.

James McAlevey

James manages our AIMS Fixed Income and AIMS Target Return funds. He also leads our rates team. He sits on the Strategic Investment Group (SIG), where all ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated. Prior to joining Aviva Investors, James worked at Henderson Global investors where he was Head of interest rates with a focus on alpha generation in the benchmark agnostic product offering. He previously worked on the hedge fund side of the business, where he gained insight and experience in the use and application of derivatives in an absolute return framework. James holds an MSc in Economics from the University of Bristol and is a CFA® charterholder.

Mark Robertson

Mark is responsible for managing our suite of outcome-focused multi-strategy funds as well as leading our multi-strategy investment team. Prior to joining Aviva Investors, Mark was head of Multi-asset portfolios at NN Investment Partners with responsibility for portfolio construction, risk budgeting and performance. He was also lead manager for the Kronos Multi-strategy portfolios and a co-manager on the absolute return funds. In addition, Mark was head of the Innovation Lab which looks at implementing new data sets and tools to enhance the investment process. Beforehand, Mark was a portfolio manager at UBS Asset Management. Mark graduated with a Bachelor of Science from the University of Waikato in New Zealand and a Master of Applied Finance from Macquarie University in Sydney.