Threadneedle Managed Eq and Bond Z Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.25%
  • 3 Year sharpe0.36
  • 3 Year alpha-0.05
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.73%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00BRTM3J51

Investment Strategy

The Fund aims to provide a combination of long-term capital growth and income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. This composite index comprises: 1)35% MSCI ACWI ex UK Index; 2)31.5% Bloomberg Barclays Global Aggregate ex GBP (GBP Hedged) Index; 3)15% FTSE All- Share Index; 4)13.5% Bloomberg Barclays Sterling Aggregate 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 equities (company shares), and bonds (including corporate and government bonds).

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