MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to protect against UK inflation and provide growth by achieving a positive return (gross of fees and charges) of 4% in excess of the UK Retail Prices Index over a rolling 5 year period. Your capital is at risk and there is no guarantee that positive investment returns will be achieved over any time period. The Fund will adopt a total return approach and may invest in a broad range of asset classes which include, but are not limited to shares of companies, bonds, property, commodities and currencies. The Fund may invest in shares or debt securities of companies from developed or emerging markets. Emerging market countries are those which are not classified as developed markets by MSCI or FTSE, or which are categorised by the World Bank as middle or low-income, or which are not members of the Organisation for Economic Co-operation and Development. Investment may be in transferable securities (such as bonds and shares), other funds, money market instruments, cash and near cash. The Fund may invest up to 10% in other funds. The derivatives (investments whose value is linked to the price of another underlying asset) used may include but will not be limited to movements in currencies and bonds. The derivatives may be used for efficient portfolio management and investment purposes.

Fund Managers

Andrew Harman