MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a total return over the medium term (3-5 years), by investing at least 80% in sterling-denominated corporate bonds. The Fund's performance target is to outperform, after the deduction of charges, the iBoxx Sterling Non-Gilt Total Return GBP Index (the "Index") over a rolling 5-year period. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Jonathan Platt

Overall asset allocation is determined by Jonathan Platt. He is supported by RLAM's award-winning Fixed Interest Team. Jonathan brings a wealth of experience and leadership to the Fixed Interest Team at RLAM. He joined the Royal London Group in 1985 and became Head of Fixed Interest in 1992. Jonathan has been instrumental in overseeing the development of the fixed interest process and remains committed to the management of client portfolios. Jonathan has an MA degree in Philosophy, Politics and Economics from Oxford University.

Shalin Shah

Shalin Shah joined the Fixed Interest team at RLAM in mid 2008. Over the last three and a half years he has been involved in a variety of areas, including LDI (Liability Driven Investment) product development, risk management and more recently, he has moved into a credit fund manager role. Prior to joining RLAM, Shalin worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.