MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The Fund is managed to seek a return in excess of cash (1 Month GBP LIBOR) +3% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis (meaning a period of three years, no matter which day you start on). However, a positive return is not guaranteed and a capital loss may occur.

Fund Managers

Paul Flood

Paul Flood Portfolio manager, Equity Income team.Paul is a portfolio manager and strategist at Newton. He is lead manager on a number of multi-asset portfolios, including Newton’s Multi-Asset Income strategy and is also involved in setting the risk profile across the low, medium and high risk levels of Newton’s multi-asset range. Paul moves to the Equity Income team from March 2020. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the asset class strategy group and provides feedback to the wider house on strategic and tactical asset allocation on geographical, asset class and sector allocations. Paul joined Newton in 2004, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. He is a CFA charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, having recently cycled the length of the UK from Land’s End to John O’Groats and often participates in marathons.