MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide an income and potential for capital growth through investment in collective investment schemes. These collective investment schemes will provide exposure to fixed interest securities and shares, with the remainder providing exposure to a mix of asset classes (including, but not limited to, property assets) and absolute return strategies. We do not quote a benchmark or outperformance target for the Fund. This is because the asset allocation of the Fund will change over time. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers) to help investors compare funds with broadly similar characteristics. Over the period 30.8.2016 to 17.1.2019 the Fund would have sat within the “Mixed Investment 20-60% Shares Sector”. Investors may wish to consider the performance of the Fund by looking at the performance of this sector which has a broadly similar allocation to shares, fixed interest securities and cash. For further information on this fund's policy and objectives, please refer to the Prospectus. This document can be accessed via the following link:

Fund Managers

Schroder Investment Management Team

SIML has taken over from Aberdeen Standard Investments