MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Sub-Fund is to achieve a real rate of return in Sterling terms that is equivalent to the return from cash (1 month GBP LIBOR) + 4% per annum over 5 years before fees. In doing so, it aims to achieve a positive return on a rolling 3 year basis. However, there is a risk to capital and there is no guarantee that a positive return will be achieved over this or any other time period.

Fund Managers

Matthew Brown

Matthew is a global multi-asset manager. He is a member of the multi-asset model group and has specific responsibility for managing a number of global equity and multi-asset portfolios. Since joining Newton in 2000 he has acquired varied experience working on a range of mandates, and has been a member of the Real Return team since the strategy was launched in 2004. He was awarded the CFA1 qualification in 2005. Matt holds a BA from Bristol University.

Mr.. Philip Shucksmith

Philip joined the real return team in 2008. He is a CFA charter holder and has responsibility for managing corporate debt, infrastructure, convertible bonds and renewable energy holdings in the Fund.