MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide an absolute return (through a combination of income and capital growth) each calendar year. In addition, the Fund aims to provide an overall return of 2-3% above the London Interbank Offered Rate (LIBOR) 90 Day (GBP) over a full market cycle (being 3-5 years) after management fees are deducted.

Fund Managers

David Yuen

David Yuen, senior vice president, serves as a director of quantitative strategy and risk management in the Franklin Templeton Fixed Income department. Mr. Yuen develops portfolio strategies and investment processes with emphasis on sector allocation, portfolio construction and relative value security selection procedures. In addition, he implements and manages the risk management system and the performance attribution procedures. Prior to joining Franklin Templeton, Mr. Yuen was senior investment officer for Susquehanna Partners and a manager of fixed income trading at Alex Brown, Inc. Mr. Yuen holds a B.S., with honors, in chemistry from the California Institute of Technology and an M.B.A., with honors, in finance from the University of California, Los Angeles Graduate School of Management. Mr. Yuen is a Chartered Financial Analyst (CFA) charterholder and is a qualified Financial Risk Manager (FRM), as certified by the Global Association of Risk Professionals. He has authored various financial and portfolio management publications and speaks at diverse financial and capital market seminars and conferences.

Michael Materasso

Michael Materasso is a Senior Vice President, Head of Insurance Portfolio Management and Co-Chair of the Fixed Income Policy Committee for Franklin Templeton Fixed Income. Mr. Materasso has nearly thirty years of investment experience managing fixed income multi-sector portfolios for institutional clients including insurance companies at Franklin Templeton. His market and client experience along with his macroeconomic and multi-sector responsibilities makes him well suited to work with Franklin Templeton's insurance and fixed income sector teams to construct portfolios which meet clients' goals and risk parameters from a quantitative, qualitative and regulatory perspective. Prior to joining Franklin Templeton in 1988, Mr. Materasso managed fixed income portfolios at Chase Manhattan Bank and Sterling National Bank. Mr. Materasso holds a B.B.A. in Finance and Investments from Baruch College, City University of New York. Mr. Materasso is Vice Chairman of the Board of Trustee of Marymount Manhattan College and a member of the Executive on Campus Program at Baruch College, City university of New York.