MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide an income and some potential for capital growth through investment in collective investment schemes. These collective investment schemes will provide exposure to fixed interest securities, with the remainder providing exposure to a mix of asset classes (including, but not limited to, property assets and shares) 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 We do not quote a benchmark or outperformance target for the Fund.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. As at 17.1.19 the Fund would have sat within the “Mixed Investment 0-35% 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

Hamish Campbell

Hamish is deputy manager for Bancassurance and UKPB fund ranges. He transferred from the multi-manager team where he was responsible for manager selection and portfolio construction, predominantly in alternatives. Hamish transferred to SWIP as an Investment Manager in December 2006 from Lloyds TSB Private Banking Limited when the investment research function was outsourced to SWIP. Hamish has been with the Lloyds Group since 2001 having previously worked as a private client portfolio manager with a number of institutions. Hamish joined Lloyds initially as a portfolio manager responsible for the management of the Private Banks’ UK equity portfolio before electing to transfer to manager selection. Hamish holds a BA (Hons) in Business and a diploma in Investment Analysis.

Shanshan Zhang

Shanshan is responsible for management of desk projects, updating and preparing investment models, providing research and dealing with other ad hoc queries. Prior to joining SWIP she worked for AEGON Asset Management for 1.5 years. Shanshan has a Postgraduate Diploma in Investment and Finance from Edinburgh University, and a BA (Hons) in Business Studies from Napier University. She is IMC qualified.