MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund concentrates on global bonds of public or corporate issuers. Up to 75 % of fund assets may be invested in securities with a credit rating below BBB- (Standard & Poor's classification). The proportion of asset-backed securities/mortgage-backed securities (ABS/MBS) may not exceed 40 %. Non-GBP currency exposure exceeding 10 % of fund assets needs to be hedged. The investment objective is a long-term return in excess of SONIA.

Fund Managers

David Newman

Mr. Newman is a managing director and Head of Global High Yield with Allianz Global Investors; he joined the firm in 2016 following the acquisition and integration of Rogge Global Partners, which he joined in 2009. Mr. Newman is responsible for overseeing the global high yield and multi-asset credit strategies. He has 29 years of investment-industry experience. While working at Rogge Global Partners, Mr. Newman was Head of Global High Yield; before that, he held various senior credit market, research and trading roles at Citigroup, UBS and Hambros Bank. Mr. Newman has a B.A. with honors in geography from University College London and an M.B.A. from Cass Business School, City, University of London. He holds the Financial Conduct Authority CF 30 license and the Associate of the Chartered Institute of Bankers designation.

Malie Conway