Threadneedle Glbl Mlt Ast Inc Z Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.66%
  • 3 Year sharpe0.67
  • 3 Year alpha-0.74
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.79%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BNG64558

Investment Strategy

The investment objective of the Fund is to achieve income with the prospect of capital appreciation over the medium to long term. The Fund’s investment policy is to actively manage a global portfolio with exposure primarily to fixed income, equities and property and, in addition, to cash, money market instruments, currencies, commodities and other alternative asset classes. The ACD will vary the exposure between these asset classes as deemed necessary in order to achieve the investment objective, and this may result in the Fund having no exposure to particular asset classes. The Fund will invest in regulated and unregulated collective investment schemes and may also invest in transferable securities, derivatives, forward transactions, cash, deposits and money market instruments. Investments in collective investment schemes may include those managed, operated or advised by the ACD, or a company in the same group as the ACD.

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