MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to provide income exceeding the income of its benchmark, net of fees, with the potential for capital growth over the medium term (3-5 years). Income is paid out to investors on a monthly basis. The Fund’s composite benchmark has 50% weightings to the Bank of America Merrill Lynch BB-B Global Non-Financial High Yield Constrained Index (hedged to sterling) and the Bank of America Merrill Lynch 1-10 Year Sterling Non-Gilt Index (the "Index"). For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Jonathan Platt

Overall asset allocation is determined by Jonathan Platt. He is supported by RLAM's award-winning Fixed Interest Team. Jonathan brings a wealth of experience and leadership to the Fixed Interest Team at RLAM. He joined the Royal London Group in 1985 and became Head of Fixed Interest in 1992. Jonathan has been instrumental in overseeing the development of the fixed interest process and remains committed to the management of client portfolios. Jonathan has an MA degree in Philosophy, Politics and Economics from Oxford University.

Richard Nelson

Richard Nelson is a Fund Manager within the Fixed Income team. He joined Royal London in 2013, as part of the Co-op Asset Management acquisition, and has 18 years' investment experience.