MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a total return over the medium term (3–5 years) by investing at least 80% in investment-grade bonds. Of these, at least 70% will be short-dated (bonds that will reach maturity within five years). Prior to investment, the Fund’s holdings are subject to predefined ethical criteria. The Fund’s performance target is to outperform, after the deduction of charges, the ICE Bank of America Merrill Lynch 1–5 Year Sterling Non-Gilt Index (the "Index") by 0.25% over rolling 3-year periods. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Paola Binns

Paola Binns is a Senior Fund Manager within the Fixed Income team. She joined Royal London in 2007 from Credit Suisse Asset Management and has over 20 years' investment experience.

Richard Nelson

Richard Nelson is a Fund Manager within the Fixed Income team. He joined Royal London in 2013, as part of the Co-op Asset Management acquisition, and has 18 years' investment experience.