MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to grow your investment over the long term (5 years or more) through a combination of income and capital growth. It targets an overall average return before charges and taxes of at least 1.30% greater than the performance benchmark per year, measured over 3-year rolling periods. The performance benchmark is a composite index, comprising 60% MSCI® All Countries World Index (Net) GBP and 40% Bloomberg Barclays® Global Aggregate Bond Index (Net) Hedged GBP (the “Performance Index”). The fund is managed to a “moderately cautious” risk profile and aims to remain within a defined risk range of 52% to 68% of the volatility of “Global Equities”, targeting 60%. The benchmark we use to represent the volatility of “Global Equities” is MSCI® All Countries World Index (Net) GBP (the “Volatility Index”). Volatility is measured on an annualised basis, over 3-year rolling periods, using the volatility figures as at the end of each month. Derivatives may be used for investment purposes.

Fund Managers

Sunil Krishnan

Sunil Krishnan, CFA, Director, is a portfolio manager in the BlackRock Multi-Asset Client Solutions (BMACS) group, which is responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes. He manages institutional and retail multi-asset portfolios, and is the team's financial markets economist, responsible for economic research and forecasting to generate investment ideas across all asset classes. Mr. Krishnan's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Krishnan was financial markets economist and co-manager of Global Tactical Asset Allocation accounts. Mr. Krishnan holds an MSc in economics from the University of London (Birkbeck) and an MA degree, with first class honours, in philosophy, politics and economics from Oxford University.

Guillaume Paillat

Guillaume is a portfolio manager within the long-only Multi-asset team. Guillaume joined Aviva Investors from First State Investments where he was managing Multi-asset portfolios. Prior to that he was in charge of Global Fixed Income portfolios with Colonial First State in Sydney. He began his career with AXA Investment Managers. Guillaume holds a Master’s degree in Investment Management from Paris Dauphine University.

Paul Parascandalo

Paul is a lead multi-asset fund manager at Aviva Investors. He co-manages the Aviva Investors Multi-asset Fund (MAF) and Multi-manager ranges. He is also lead manager of the Aviva Investors with-profits funds. Paul joined Aviva Investors as an Implementation Manager in the multi-asset funds team, before moving into the fund management role. Prior to Aviva Investors he held a number of roles at HSBC in their private banking arm. Paul holds an MSc (Hons) in Theoretical Physics from University College London and a BSc (Hons) Financial Services from the Institute of Financial Services. He is also a CFA charterholder.