MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a total return (the combination of income and capital growth) of at least 4%, per annum above the 3-month GBP LIBOR rate, before any charges are taken, in any market conditions and over any three year period. LIBOR is the rate at which banks borrow money from each other. The Fund aims to achieve this while seeking to minimise the degree to which the value of the Fund fluctuates over time (volatility), while also seeking to limit monthly losses. Managing the Fund in this way reduces its ability to achieve returns significantly above 3-month GBP LIBOR plus 4%. There is no guarantee that the Fund will achieve a positive return over three years, or any other, period, and investors may not get back the original amount they invested.

Fund Managers

Tristan Hanson

Tristan Hanson has more than 15 years of experience in asset management and was appointed manager of the Global Target Return strategy upon its launch in December 2016, and manager of the M&G Charity Multi Asset strategy in December 2019, after having been deputy fund manager. Tristan joined M&G in April 2016 from Ashburton Investments, where he started in 2008 and was appointed Head of Asset Allocation with responsibility for global multi-asset funds in 2010. He worked as a Strategist at JP Morgan Cazenove between 1999 and 2006, covering equities, fixed income and currencies. Tristan holds a Master in Public Administration in International Development from Harvard University’s Kennedy School of Government and a BA (Hons) in Economics from Durham University. He is a Chartered Fellow of the CISI.

Eric Lonergan

Eric Lonergan joined M&G in 2006 as a member of the Multi Asset team and is co-manager of the Episode Macro and the Episode Growth strategies, as well as deputy manager of the Global Target Return strategy. Prior to joining M&G, Eric was managing director and head of macro research at JP Morgan Cazenove. He has a BA in politics, philosophy and economics from Pembroke College, Oxford, and an MSc in economics from the London School of Economics. Eric is the author of “Money”, first published in 2009, and the co-author of “Angrynomics”, published in 2020.

Craig Simpson

Craig Simpson, who has more than 15 years experience in the investment industry, joined M&G in 2004 as a portfolio manager. In February 2015, he was appointed Head of Portfolio Management for the Multi Asset team and has been co-deputy manager of the Global Target Return strategy since December 2016 and co-manager of the Episode Growth strategy since December 2019. Before joining M&G, Craig was a trainee fund manager at Equitable Life Assurance and an analyst at Pictet Asset Management. He graduated from the University of Aberdeen with a degree in land economics.