Threadneedle Glbl Eq Inc Ins Acc GBP


Fund Info

  • Yield History3.50%
  • 3 Year sharpe0.90
  • 3 Year alpha-2.2
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI GR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.63%
  • SectorGlobal Equity Income
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B1YW3T83

Investment Strategy

The investment objective of the Global Equity Income Fund is to achieve a high and growing income over the long term combined with prospects for capital growth. The ACD’s investment policy is to invest no less than two-thirds of the gross assets of the Fund in global equities. Income will be in the form of dividend distribution. If the ACD considers it desirable it may further invest up to one third of the total assets of the Fund in derivatives, forward transactions and other securities (including fixed interest securities and money market securities) deposits and cash.