MoneyAM Fund Centre

Quick Stats

Fund Objective

To deliver a total return (the combination of income and capital growth) that at the end of any five year period is the equivalent of achieving a total return of the Consumer Price Index plus 3% each year over that period, after all costs and charges have been taken. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk.

Fund Managers

Jaisal Pastakia

As well as managing our Income Strategies, Jaisal is involved in market research, with a focus on European equities and structured derivatives. Before joining Heartwood in early 2010, Jaisal started his career in 2007 as an analyst with Dresdner Kleinwort Capital Markets. There, he was involved in the pricing and execution of investment-grade financial, investment-grade corporate and emerging-market primary bond issues. Jaisal graduated from University College London with a first-class honours degree in Mathematics and then gained an MSc in Finance from Imperial College Business School London. He is a CFA charterholder.