MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s objective is to provide a combination of capital growth and income over a 5+ year time horizon. The Fund will aim to outperform (after the deduction of fees) the following composite Target Benchmark over a rolling 3 year time period: 25% FTSE All Share, 12% FTSE World Europe Ex UK, 6% FTSE World Japan, 10% FTSE World USA, 3% FTSE All World Asia Pacific Ex Japan, 10% FTSE Actuaries UK Conventional Gilts All Stocks Index, 30% Markit IBoxx £ Non Gilts, 4% non-indexed. If the ACD considers that the Fund’s Target Benchmark should be amended as a result of changes to, or evolution of, external market conditions and provided there is no material change to the risk profile of the Fund, it may implement this change after providing Shareholders with reasonable notice in advance.

Fund Managers

Renzo Desbordes

Renzo Desbordes, Global Multi Manager Portfolio Strategist, has thirteen years’ experience in fund management. He joined Santander Asset Management UK in September 2011. Prior to joining the business, Renzo was at Investec Asset Management in the Global Equity Team as an analyst where he was involved in the development and back testing of the equity investment process. Renzo started his career at Fidelity on the European Graduate Scheme where, for two years, he split his time between London and Milan. He has a M.A. in Financial Engineering from the University of Nice. He is also a CFA Charterholder.

Stefano Amato

Stefano Amato is a Head of Multi Asset Solutions at Santander Asset Management UK, after joining in September 2017 to initially focus on Asset Allocation and Total Return mandates. Prior to this, he was a Portfolio Manager at J.P. Morgan Asset Management in London, where Stefano was part of the Endowments and Foundations Group and was responsible for managing institutional portfolios including asset allocation, portfolio construction, manager selection, risk management and client communications. Prior to J.P. Morgan, Mr Amato was Head of Portfolio Management at Centurion Portfolio Managers – a UK-based multi-family office – where he focused on building and managing multi asset portfolios focused on long-term returns. Stefano has 13 years’ experience in investments spanning both sell-side and buy-side experience, having started his career with roles in equity derivatives at Lehman Brothers and Societe Generale. Mr Amato holds a MSc in Finance from London Business School, along with a Masters in Behavioural Economics and a BA in Communication Sciences and Technologies from IULM University in Milan, Italy.