MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth, over the long term. Performance target: To outperform the Consumer Price Index by 3% per annum, before the deduction of charges, over any 5 year period. The Fund invests in a range of asset classes, including Investment Trusts/Companies, funds (collective investment schemes, including exchange traded funds), company shares (also known as equities) and bonds, that give exposure to alternative asset classes. The Fund is actively managed with reference to the Consumer Price Index as this forms the basis of the Fund’s performance target. The investment manager has complete discretion to choose investments for the Fund.

Fund Managers

James de Bunsen

James de Bunsen is a Portfolio Manager on Janus Henderson Investors’ UK-based Multi-Asset Team, a position he has held since joining Henderson in 2013. In this role, James focuses on alternative asset classes and strategies. Prior to Henderson, he worked for multi-asset boutique Armstrong Investment Managers (AIM) from 2010, where he helped run a number of multi-asset strategies targeting real returns above inflation within clearly defined risk budgets. Before that, he spent five years at Insight Investment as part of the same multi-asset team that launched the first retail multi-asset fund in the UK and later formed AIM. At both Insight and AIM, this team won several performance awards from FT Pension & Investment, HFM Europe, and BarclayHedge, among others. Earlier in his career, he spent several years working as a journalist and editor at a variety of business magazines. James received a degree in ancient history and archaeology from the University of Manchester. He holds the Investment Management Certificate (IMC) and the Chartered Financial Analyst designation. He has 15 of financial industry experience.

Peter Webster

Pete Webster is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors, a position he has held since 2014. Pete joined Henderson in 2009 as a performance analyst. Before Henderson, he worked at BNY Mellon, where he was a pricing and valuations specialist. Pete graduated with a BSc degree (Hons) in mathematics, accounting, and financial management from Loughborough University. He holds the Chartered Financial Analyst designation, the Investment Management Certificate (IMC), and Investment Operations Certificate (IOC). He has 13 years of financial industry experience.