Threadneedle Managed Eq Inc Rtl Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History4.47%
  • 3 Year sharpe-0.21
  • 3 Year alpha-5.53
  • Distribution Typeincome
  • BenchmarkIA UK Equity and Bond Income
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.60%
  • IA SectorUK Equity & Bond Income
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB0001449197

Investment Strategy

The Fund aims to provide a growing income with potential for capital growth. 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 at least two-thirds of its assets in funds that invest in company shares, but will also have some 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.

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