Threadneedle Managed Bond Z Acc

Fund

Fund Info

  • Yield History1.87%
  • 3 Year sharpe1.10
  • 3 Year alpha2.88
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.72%
  • SectorUnclassified Sector
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BRTM3L73

Investment Strategy

To provide income with potential for capital growth. The Fund will invest at least two-thirds of its assets in funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The Fund will invest at least two-thirds of its assets in funds that invest in fixed income securities, but will also have some exposure to company shares. 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.