Threadneedle Dynamic Rl Ret Z Acc

Fund

Fund Info

  • Yield History1.05%
  • 3 Year sharpe0.69
  • 3 Year alpha-0.85
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • SectorTargeted Absolute Return
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B93TQ868

Investment Strategy

The investment objective of the Fund is to achieve a positive real rate of return from capital appreciation and income over the medium to long term, at least above the rate of inflation (defined as the Consumer Price Index). Regardless of market conditions, it also aims to provide a positive return over a maximum period of 3 years. There is a risk to capital, and there is no guarantee that such a return will be achieved in 3 years or any other timescale.