Threadneedle Managed Eq Focused Ins Acc

Fund

Fund Info

  • Yield History0.88%
  • 3 Year sharpe1.01
  • 3 Year alpha-0.78
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.34%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B0882T89

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 will invest with a focus on funds that invest in company shares, but will also have exposure to fixed income securities. 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.