MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s objective is to provide a combination of capital growth and income over a 5+ year time horizon. The Fund will aim to outperform (after the deduction of fees) the following composite Target Benchmark over a rolling 3 year time period: 37.5% FTSE All Share, 8.6% FTSE World Europe Ex UK, 22.8% FTSE USA, 6.1% FTSE World Japan, 10% FTSE Actuaries UK Conventional Gilts All Stock and 15% Markit iBoxx £ Non Gilt.If the ACD considers that the Fund’s Target Benchmark should be amended as a result of changes to, or evolution of, external market conditions and provided there is no material change to the risk profile of the Fund, it may implement this change after providing Shareholders with reasonable notice in advance.

Fund Managers

Multi Asset Solutions Team

The UK Multi Asset Solutions team consists of 8 investment specialists with decades of cumulative experience in managing multi-asset portfolios across a wide range of investment strategies and market environments. The team employs a team-based, robust investment process leveraging on the extensive use of both fundamental and quantitative inputs across all major asset classes. Supplementing the primary research conducted by the UK Multi Asset Solutions team, the team can also rely on research and infrastructure resources from the wider Santander Asset Management organisation globally, as well as external research. The UK Multi Asset Solutions team has a strong focus on risk management and employs industry-leading Risk Management systems supported by a dedicated, on-site team.