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The aim of this investment option is to provide long-term returns primarily from capital growth but also with some income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1970s. As its investors approach retirement, the asset allocation will progressively shift, increasing the weight to defensive assets in order to preserve capital.
Name | Title | Since | Until |
---|---|---|---|
Stephen Flegg | Senior Portfolio Manager | 2022 | Now |
Biography | Jeronimo Harrison is the co-Portfolio Manager for the North Index range. He is also co-Portfolio Manager for the Future Directions, AMP Diversified, Experts’ Choice and Wholesale Trust fund ranges. Jeronimo joined AMP in 2016. His responsibilities include research, risk management, portfolio construction and generating trade recommendations. Previously Jeronimo covered Australian, global and emerging markets equities across the AMP Capital single sector manager research portfolios and supported the private equity and hedge fund programs. Prior to joining AMP Capital, Jeronimo was an Investment Analyst within the AMP Group corporate venture capital fund. Jeronimo holds a double degree in Commerce (Finance) and Mechanical Engineering (Hons. Class 1) from the University of Sydney and is a CFA Charterholder. | ||
Anna Shelley | Portfolio Manager | 2021 | Now |
Biography | Anna Shelley joined AMP Australia in July 2021. She has an extensive background in investment management, investment advice, business strategy and product strategy and development. Anna spent the first 14 years of her career at JANA Investment Advisers as a Principal Consultant, Head of Australian Equities research and Deputy Head of Consulting. She then worked at MLC Investment Management as Head of Product, responsible for $62 billion of retail and institutional products, before moving to Perpetual Investments where she was General Manager, Product and Strategy across Perpetual’s $33 billion FUM. After relocating to Melbourne, Anna became CIO of Catholic Super, a $10 billion industry fund which then merged with Equipsuper in October 2019 to form a $30 billion fund. As CIO of the combined funds, she had responsibility for all aspects of investment management, and was responsible for the new investment design which more than halved Catholic Super’s investment fees, whilst both funds maintained top 12 performance through the Covid induced market turbulence in early 2020. At AMP, Anna manages an investment team of about 50 people with circa $80 billion under management in indexed and active multi-asset products, across AMP’s Master Trust and North Platform. |
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