MoneyAM Fund Centre

Quick Stats

Fund Objective

"The Fund has two aims: • To provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of a composite index* over any five-year period. • To provide an annual yield of at least 3%. There is no guarantee that the Fund will achieve its investment objective over this, or any other, period. The income distributions and the value of investments may rise and fall and investors may not recoup the amount they originally invested. *Comprising of 45% of the FTSE All-share Index, 30% of the MSCI ACWI (ex UK) Index, 12.5% of the ICE BoAML 1-15 Gilt Index and 12.5% of the ICE BoAML 1-15 Non-Gilt Index."

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.

Stuart Canning

Stuart Canning has been a member of M&G’s Multi Asset team for more than 12 years. In 2019 he was appointed deputy manager of the Episode Allocation and Charity Multi Asset strategies, after having worked as a research analyst since 2015. As well as providing input to investment decision-making, Stuart has worked extensively to launch the proposition in the institutional space. He also represents the investment team in direct client and prospect meetings and has been leading the team’s Episode blog. Stuart is a CFA charterholder and has a degree in English and History from the University of York.