Threadneedle Managed Eq Focused Ins Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.87%
  • 3 Year sharpe0.32
  • 3 Year alpha-1.24
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.13%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00B0882T89

Investment Strategy

The Fund aims to provide a combination of long term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. This composite index comprises: 1)50% MSCI ACWI ex UK Index; 2)22.5% FTSE All-Share Index; 3)15.5% Bloomberg Barclays Global Aggregate ex GBP (GBP Hedged) Index; 4)7% 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), but also has some exposure to bonds (including corporate and government bonds).

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