MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide a return, from a combination of capital growth and income, with volatility lower than that of equity market volatility, over the long term. Performance target: To outperform the 3 month GBP LIBOR Interest Rate by 4% per annum, before 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 and commodities. The Fund is actively managed with reference to the 3 month GBP LIBOR Interest Rate, as this forms the basis of the Fund’s performance target. The investment manager has complete discretion to choose investments for the Fund.

Fund Managers

Paul O'Connor

Paul O’Connor is Head of the UK-based Multi-Asset Team focused on asset allocation at Janus Henderson Investors. He co-manages the International Concentrated Equity strategy and is a Portfolio Manager on numerous multi-asset portfolios. Prior to joining Henderson in 2013, Paul was head of asset allocation (EMEA) at Mercer. Paul holds a first-class BA degree (Hons) in economics and an MSc in economics from the London School of Economics. He has 25 years of financial industry experience.

Nicholas Harper

Nick Harper is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors, a position he has held since 2017. Nick joined Henderson in 2015 as a quantitative risk manager. Before Henderson, he was a quantitative risk analyst at BlackRock and a quantitative researcher at Man Group. Nick graduated with a BSc degree in economics from Birmingham University. He also has an MSc in economics from Warwick University and an MPhil in economics from Oxford University. He holds the Chartered Financial Analyst designation and has 10 years of financial industry experience.

Oliver Blackbourn

Oliver Blackbourn is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors, a position he has held since 2017. Prior to joining Janus Henderson, he was with C. Hoare & Co., first as an investment strategist from 2014 and then as a senior investment strategist from 2016. Oliver began his career at LGT Vestra LLP in 2009 working as an investment analyst across a number of different areas. Oliver received a master’s degree in mechanical engineering from Imperial College London. He holds the Investment Management Certificate (IMC) and the Chartered Financial Analyst designation. He has 11 years of financial industry experience.