MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth and income by investing in equities worldwide, whilst aiming to maintain the fund's risk rating classification as set by Distribution Technology (DT). The fund is part of the Schroder Dynamic Planner Portfolio range of funds. The funds seek to achieve a targeted level of risk from '1' which is classified as the lowest risk to '10' which is classified as the highest risk, based on risk ratings provided by DT. The fund has a DT risk rating classification of '7'. The fund may invest up to 100% of its assets in collective investment schemes, exchange traded funds, closed ended investment schemes and real estate investment trusts, which themselves invest in equities worldwide. The Fund may also invest up to 20% of its assets in funds that use hedge fund strategies or funds that invest indirectly in real estate and commodities. Investments are selected after rigorous assessment of each underlying fund's portfolio, its fund manager's style and how investments are made over the economic cycle. In seeking to meet its targeted level of risk the investment manager may alter the level of the fund's investments in various asset types. The asset allocation boundaries are set with reference to research carried out by DT and are based on the long term historic return and volatility of each asset type. The fund's returns may be constrained by the aim to achieve its risk target. The fund may invest more than 25% of its assets in collective investment schemes managed by Schroders. The fund may also invest directly in equities, or directly and indirectly in bonds and warrants, and hold cash.

Fund Managers

Robin McDonald

Robin McDonald joined Cazenove in October 2007. He is Co-Manager of Cazenove's Multi-Manager range of funds. Prior to joining Cazenove, Robin worked as an Analyst at Gartmore Investment Management, where his responsibilities included asset allocation, fund selection and portfolio construction. Prior to joining Gartmore, Robin held a similar position at Insight Investment, following its acquisition of Rothschild Asset Management in 2003. Robin is a Director of Cazenove Capital and has 13 years investment experience and is a CFA charterholder.

Joseph Le Jehan

Joe Le Jehan is a member of the Multi-Manager team. Joe joined from Brewin Dolphin. He graduated from the University of Durham with BA Hons Economics. Joe is a CFA Charterholder and a member of the CFA Society and has 12 years’ investment experience.