MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth and income in excess of the Consumer Price Index (CPI) plus 1% per annum (net of fees*) over a market cycle (which is typically three to five years), whilst also seeking to mitigate the risk of incurring a loss greater than 10% over any investment period, by investing in a diversified range of assets and markets worldwide. The Fund will seek to achieve a target average volatility (a measure of how much the Fund's returns may vary over a year) over the market cycle of 4% per annum. This cannot be guaranteed and your capital is at risk.

Fund Managers

Johanna Kyrklund

Johanna Kyrklund is the Group CIO and Global Head of Multi-Asset Investments. She joined Schroders in 2007, previously having worked at Insight Investment and Deutsche Asset Management in various fund management and asset allocation roles. As Group CIO, she oversees investment performance, philosophy and process for all asset classes (excluding private assets). As Global Head of Multi-Asset Investments, she is responsible for investments on behalf of multi-asset clients globally. Johanna has a degree in Philosophy, Politics & Economics from Oxford University and is a CFA Charterholder. Johanna is a member of the Cambridge University Investment Board.

Philip Chandler

Fund manager in the Diversified Growth team, focussing on UK and North American institutional and intermediary clients. Head of Term risk premium team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. Transferred to the Multi-Asset team in 2009. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.