MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide a monthly income and the prospect of capital growth over the long term by investing in a diversified range of assets. Policy: At least 70% of the Fund is invested in fixed and floating rate debt securities and equity and equity-linked securities. Up to 30% of the Fund may be invested in other assets, including other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash.

Fund Managers

Rhys Petheram

Rhys joined Jupiter in 2006 and is currently a fund manager in the Multi-Asset team. He is co-fund manager, alongside Alastair Gunn, of the Jupiter Distribution Fund, the Jupiter Distribution and Growth Fund and the Jupiter Enhanced Distribution Fund. He also co-manages the Jupiter Global Ecology Diversified fund (SICAV). Before joining Jupiter, Rhys was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.

Alastair Gunn

Alastair joined Jupiter in 2007 and is a UK equities fund manager. He co-manages (with Rhys Petheram) the Jupiter Distribution Fund, the Jupiter Enhanced Distribution Fund and the Jupiter Distribution and Growth Fund. He is also fund manager of the Jupiter Growth & Income Fund and investment advisor to Jupiter Dividend & Growth Trust PLC. Before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange.