Threadneedle Managed Bond Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.16%
  • 3 Year sharpe0.77
  • 3 Year alpha-0.54
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.64%
  • IA SectorUnclassified Sector
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide income with potential for long term capital growth. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. This composite index comprises: 1)56% Bloomberg Barclays Global Aggregate ex GBP (GBP Hedged) Index; 2)24% Bloomberg Barclays Sterling Aggregate Index; 3)10% MSCI ACWI ex UK Index; 4)5% FTSE All-Share Index; and 5)5% Sterling Overnight Index Average (SONIA) The Fund is actively managed, and invests at least 80% of its assets in other funds. The Fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The Fund focuses on investment in funds providing exposure to bonds (including corporate and government bonds), and to a lesser extent, funds investing in equities (company shares).

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