Threadneedle Managed Bond Fcs Z Acc

Fund

Fund Info

  • Yield History1.39%
  • 3 Year sharpe1.08
  • 3 Year alpha1.55
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.75%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BRTM3K66

Investment Strategy

To provide a total return by way of income and capital growth. The Fund will invest at least two-thirds of its assets in other funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The Fund will invest with a focus on funds that invest in fixed income securities, but will also have exposure to company shares, particularly the shares of UK companies or companies with significant UK operations. The Fund may also hold cash, near cash and money market instruments. Up to 20% of the value of the Fund may be invested in funds that invest in derivatives for purposes other than Efficient Portfolio Management.