MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to outperform the iBoxx Sterling Non-Gilts Over 10 Year Bond Index (gross of fees) over the long term (5 consecutive years). This objective is to be treated as a target only and not as an assurance or guarantee of performance of the Fund. The Fund invests at least 50 % of its total assets in sterling denominated investment grade non-government fixed income securities (such as bonds) that have a maturity at issuance (i.e. the time from issue until they become due for repayment) greater than 10 years. The Fund may also invest in other fixed income securities, money-market instruments (i.e. debt securities with short term maturities) and cash.

Fund Managers

Simon Blundell

Simon Blundell, Managing Director, is Head of the Fundamental Sterling team within BlackRock's Global Fixed Income (GFI) Group. Prior to joining BlackRock in 2011, Simon was Head of Institutional Credit Portfolio Management at Aviva Investors where he oversaw 9 billion in assets across Euro, Sterling, and Global credit and aggregate products. Prior to joining Aviva in 2009, Simon spent 10 years at ABN AMRO Asset Management (later acquired by Fortis Investments where he stayed on for a year), most recently as Head of Credit. He previously held positions at HSBC Asset Management and Morgan Grenfell Asset Management. He began his investment career in 1994.