MoneyAM Fund Centre

Quick Stats

Fund Objective

The Scheme’s objective is to provide an income, with some potential for capital growth (to grow the value of your investment), over a 5+ year time horizon.The Scheme has a target income (although this is not guaranteed) of at least:* 90% of the yield of the FTSE All Share Index TR (the “Target Benchmark”) over a one year period; and* 100% of the yield of the Target Benchmark over a rolling three year period.

Fund Managers

Robert McElvanney

Robert has over 25 years’ experience in financial services and joined Santander Asset Management in 2016. He is head of Strategic Investment Solutions and is responsible for delivery of advisory services to the UK Bank’s pension plan and managing multi manager portfolios. Prior to joining Santander, Robert was a  Principal Investment Consultant at Aon Hewitt where, he was lead investment advisor to a portfolio of corporate and trustee clients, with pension scheme assets from £100m to £12bn. Whilst there, he was cofounder of the Corporate Advisory and Insurance Solutions groups, and headed up the Transition team for several years. He is a Fellow of the Institute and Faculty of Actuaries.