MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve a high level of income together with capital growth over the medium to long term. The Fund invests primarily in high yielding corporate and government fixed interest and other debt securities globally (which may be sub-investment grade or have no credit rating) and shares of companies. The Fund may use derivatives (complex instruments) and other financially linked instruments in order to meet the Fund’s investment objective and to reduce risk, minimise costs and/or generate additional capital or income. The Fund is actively managed within its objectives and is not constrained by a benchmark.

Fund Managers

Paul Causer

Paul co-leads the Henley Investment Centre's Fixed Interest team with Paul Read, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career in 1983 in research and credit analysis with Asahi Bank, the large Japanese commercial bank. He then moved to the bank's treasury department and traded securities and derivative instruments until 1990 when he was given responsibility for managing the bank's multi-currency investment portfolio before joining our company in 1994. Paul holds a BSc in Economics from the London School of Economics.

Ciaran Mallon

Based in Henley-on-Thames, Ciaran is responsible for the management of a number of UK equity portfolios. Ciaran began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining our company in 2005. He holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.

Rhys Davies

Rhys is a portfolio manager and senior credit analyst within the Henley Investment Centre's Fixed Interest team. Rhys began his investment career within the Henley-based Product Support team in January 2002 before moving to the Fixed Interest team in November 2003. In 2014 he was appointed deputy fund manager for the City Merchants High Yield Trust Limited and the Invesco Perpetual Enhanced Income Limited. He holds a BSc (Honours) in Management Science from the University of Manchester Management School and is a CFA charterholder.