MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide a return, from a combination of capital growth and income over the long term. Performance target: To outperform the IA Mixed Investment 0–35% Shares sector average, after the deduction of charges, over any 5 year period. The Fund invests in Collective Investment Schemes (other funds including those managed by Janus Henderson and Exchange Traded Funds) to provide diversified global exposure to a range of assets including shares (equities) of companies, bonds issued by companies and governments, and to a lesser extent, alternative assets such as property, commodities, private equity and hedge funds. The investment manager may use derivatives (complex financial instruments) with the aim of making investment gains in line with the Fund’s objective, to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the IA Mixed Investment 0–35% Shares sector average, which is based on a peer group of broadly similar funds, as this forms the basis of the Fund’s performance target and limits the level of exposure the Fund may have to company shares. The investment manager has a high degree of freedom to choose individual investments for the Fund and to vary allocations between asset types within the constraints of the sector.

Fund Managers

Dean Cheeseman

Dean Cheeseman is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors. He has co-managed the International Concentrated Equity strategy since 2019. Prior to joining the firm in 2017, he was a portfolio manager and member of the asset allocation committee from 2011 at Mercer, where he contributed tactical asset allocation ideas for all multi-asset and equity strategies. Before that, Dean was with F&C Asset Management from 2007 to 2010, finishing his tenure as head of fund of funds. Earlier, he was head of developed markets with Forsyth Partners from 2001 and head of collective investments at Morgan Stanley’s Quilter from 1998. He began his career as an investment analyst in 1995 with Chartwell House Asset Management. Dean holds a BA degree (Hons) in financial services from Nottingham Trent University. He has 25 years of financial industry experience.

Paul O'Connor

Paul O’Connor is Head of the UK-based Multi-Asset Team focused on asset allocation at Janus Henderson Investors. He co-manages the International Concentrated Equity strategy and is a Portfolio Manager on numerous multi-asset portfolios. Prior to joining Henderson in 2013, Paul was head of asset allocation (EMEA) at Mercer. Paul holds a first-class BA degree (Hons) in economics and an MSc in economics from the London School of Economics. He has 25 years of financial industry experience.

Nick Watson

Nick Watson is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors, a position he has held since 2012. Nick is responsible for asset allocation and fund manager research, with a particular focus on the Core Multi-Asset solutions range of products. He joined Henderson in 2007 as a graduate trainee and rotated through various global equity products and fixed income. In 2009, Nick became a research and insight manager across Global Distribution, which included involvement in Henderson’s acquisitions of New Star and Gartmore. Nick graduated with an honours degree in economics from the University of Exeter. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 13 years of financial industry experience.