Threadneedle American Z Income GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.31%
  • 3 Year sharpe1.22
  • 3 Year alpha-2.38
  • Distribution Typeincome
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorNorth America
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B6WD1G18

Investment Strategy

The Fund aims to achieve capital growth over the long term. It looks to outperform the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of companies domiciled in the United States of America (US), or which have significant US business operations.

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