MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to achieve capital growth and income of inflation (as measured by the UK Consumer Price Index) plus 3.5% per annum (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide. This cannot be guaranteed, and your capital is at risk. The fund is actively managed invests directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts and closed ended funds, in equities, bonds and alternative assets worldwide. Alternative assets may include funds that use absolute return strategies or funds that invest directly in real estate or indirectly in commodities. The fund invests at least 50% of its assets in collective investment schemes (including Schroder funds). The fund will seek to increase returns and reduce downside risk by making tactical adjustments to its holdings based on market conditions. The fund will invest within the following ranges: Cash: 0% - 20% Bonds: 20% - 50% Equities: 25% - 60% Alternative Investments 0% - 35% The fund may also invest in warrants and money market instruments and hold cash.

Fund Managers

Charles Armstrong

Charles Armstrong joined Schroder in 2001 and he is a Portfolio Director with responsibility for managing UK private client portfolios, private OEIC’s and inflation plus mandates. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committees. Charles is a member of the Chartered Institute for Securities & Investment and has 14 years' investment experience.