Threadneedle Managed Eq and Bond Z Acc

Fund

Fund Info

  • Yield History1.30%
  • 3 Year sharpe1.02
  • 3 Year alpha-0.1
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.76%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BRTM3J51

Investment Strategy

To provide a total return by way of capital growth and income. 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’s investments will be a balance of funds that invest in fixed income securities and funds that hold 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.