MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide income and the prospect of capital growth by investing in multi-manager regulated collective investment schemes. The Fund will invest at least 80% in fixed interest security funds while maintaining a low proportion (up to a maximum of 20%) in equity funds (these are funds which invest in shares). These investments will be diversified across the United Kingdom and a number of international markets. We do not quote a benchmark or outperformance target for the Fund. This is because the asset allocation of the Fund will change over time. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers) to help investors compare funds with broadly similar characteristics. Investors may wish to consider the performance of the Fund by looking at the performance of the “Mixed Investment 0-35% Shares Sector” which as of February 2020 has a broadly similar allocation to shares, fixed interest securities and cash. The Fund may not always align with this sector and any changes will be notified via our website, accessible via the Fund Changes link below. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Philip Chandler

Fund manager in the Diversified Growth team, focussing on UK and North American institutional and intermediary clients. Head of Term risk premium team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. Transferred to the Multi-Asset team in 2009. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.