Threadneedle Managed Eq Focused Z Acc

Fund

Fund Info

  • Yield History1.29%
  • 3 Year sharpe0.94
  • 3 Year alpha-1.26
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BRTM3H38

Investment Strategy

The Fund aims to provide a return over the long term (5 years or more), by way of capital growth and income. 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.

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