MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth over the medium-to -long-term by investing globally in shares, bonds and alternative assets. It seeks to provide investors with a total return of Consumer Price Index (CPI) + 2% a year over a market cycle (typically three to five years) whilst also seeking to mitigate the risk of incurring a loss greater than 8% over any investment period. There is no guarantee that this objective will be met. There is a risk to an investor’s capital and they may not get back the amount originally invested. The fund will actively allocate globally, directly or indirectly, between: a) equities and equity related securities; b) bonds and other fixed or floating rate securities issued by governments, government agencies, supra-national or corporate issuers; c) alternative asset classes (such as commodities); and d) cash, deposits and money market funds. It may use derivatives for investment purposes (including for hedging) as well as for efficient portfolio management. The fund’s risk management process may result in greater allocations to cash, deposits and/or money market funds at times of market stress.

Fund Managers

Mike Hodgson

Mike Hodgson is Head of Risk Managed Investments & Structuring at Schroders and has over 25 years of experience in financial markets. At Royal Bank of Scotland (formerly of ABN AMRO) he was Global Head of Equity Derivatives Structuring and Head of Fund Derivatives Trading and Structuring.

Ugo Montrucchio

Multi-Asset Portfolio Manager Joined Schroders in December 2013 and is based in London. Ugo is a portfolio manager for the Strategic Beta portfolios and member of the European portfolio management team. He is also a member of the Credit risk premia research team. Prior to joining Schroders, Ugo worked as a Director at BlackRock from 2007 (formerly Barclays Global Investors) where he was the lead portfolio manager specialising in diversified growth and risk parity strategies. He joined as a research associate in 2006 in the Liability Driven Investment (LDI) Team. Prior to this, Ugo worked as a fixed income investment analyst at Barings Asset Management from 2004 to 2006. He was the joint portfolio manager specialising in a bespoke cash-based LDI strategy. Ugo’s career commenced in 2000 at Barra International Ltd, where he worked as a consultant to portfolio/risk managers CFA and CAIA Charterholder BSc in Economics, Turin (Italy); MSc Finance, Greenwich (UK)