MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth over the long term. Performance target: To outperform the IA Global sector average, after the deduction of charges, over any 5 year period. The Fund invests in Collective Investment Schemes (other funds including those managed by Janus Henderson and Exchange Traded Funds) to provide diversified global exposure to a range of assets including shares (equities) of companies, bonds issued by companies and governments, and to a lesser extent, alternative assets such as property, commodities, private equity and hedge funds. The Fund is actively managed with reference to the IA Global sector average, which is based on a peer group of broadly similar funds, as this forms the basis of the Fund’s performance target. The investment manager has complete discretion to choose investments for the Fund and is not constrained by a benchmark.

Fund Managers

Janus Henderson Multi-Asset Team

The Janus Henderson UK-based Multi-Asset Team is a dozen strong and its members have, on average, 15 years’ investment industry experience. The team manages portfolios that invest across a broad array of asset classes, ordinarily through investment in other funds but also via direct securities and derivative instruments where appropriate. Its members support a range of skills, from strategic and economic assessment, through quantitative analysis and asset allocation, to individual fund and security selection. Whilst individuals have certain specialist roles, they are each tasked with ensuring that the team’s views are properly embedded in the funds.