MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Fund is to preserve capital and generate income and capital growth over the long-term. The Fund is suitable for investors seeking a cautious risk profile who are willing to accept price volatility.The Fund aims to achieve its objective by investing primarily in passive and actively managed collective investment schemes (OEICs, unit trusts and exchange-traded funds) and closed

Fund Managers

Ian Goodchild

Ian’s aspirations to work in finance started at a young age. While his younger brother was pushing toy cars around, he had parked his car outside ‘the bank’ and was ‘working’. Having always been interested in wealth and financial provision, he studied Financial Services at university. In his seventeen years’ experience, Ian worked in accountancy and as a financial adviser before becoming an investment manager with Atkinson Bolton Consulting in May 2006, and setting up the Discretionary Portfolio Management Service in January 2007. He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team, which he leads with Ben Wattam. Ian co-manages the range of Mattioli Woods Multi-Asset Funds with Ben Wattam and Mark Moore. Ian also sits on the Asset Management Executive Committee and the Operations Executive Committee focusing on strategy, oversight and operations for both the Asset Management Division and for the whole Group

Mark Moore

Mark began his financial services career in 2002, working for a large UK wealth manager. He joined Mattioli Woods in 2013 as part of the investment operations team before moving into investment management and research. Co-managing Mattioli Woods’ multi-asset funds, Mark holds primary research responsibilities for a range of fixed income and equity sectors. He also works closely with the company’s consultants to ensure appropriate investment outcomes for clients, and is an associate member of the Chartered Institute for Securities and Investment.