MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate income and some growth over the long term (5 years or more) by investing in UK Government inflation-linked bonds. Performance Target: To achieve the return of the FTSE Actuaries UK Index Linked Gilts Over 5 years Index plus 0.5% per annum (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The ACD believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index.

Fund Managers

Tom Walker

Tom Walker Joined Schroders in July 2014 as fund manager – Global Property Securities. He has Over 15 years of real estate experience. He was the Deputy Head of Global Listed Real Estate at AMP Capital in the year 2005 – 2014 and Jones Lang LaSalle in the year 1999 – 2005. He has completed BA in Politics from University of Newcastle Upon Tyne and a Graduate Diploma in Real Estate from London South Bank University and MRICS.