MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide a regular quarterly income whilst providing some potential for capital growth through investment in the UK. The benchmark for the Fund is a blend of the FTSE All Share Index and the iBOXX Sterling Corporate and Collateralised Index (the “Benchmark”). 75% consists of the FTSE All Share Index and 25% consists of the iBOXX Sterling Corporate and Collateralised Index. The Fund is actively managed by the Investment Adviser who chooses investments which, collectively, aim to provide an income return in excess of 110% of the Benchmark income yield, each year before deduction of fees. The Investment Adviser also chooses investments with the aim of providing capital growth by seeking to outperform the Benchmark on a rolling 3 year basis, before deduction of fees. The FTSE All-Share Index has been selected as an appropriate benchmark as it provides a representation of the returns of shares in the UK equity market. The iBOXX Sterling Corporate and Collateralised Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the sterling investment grade corporate bond market. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Philip Chandler

Fund manager in the Diversified Growth team, focussing on UK and North American institutional and intermediary clients. Head of Term risk premium team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. Transferred to the Multi-Asset team in 2009. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.