Mixed Investment 40-85% Shares
Bloomberg Global Agg Corp ex GBP TR GBP
Open Ended Investment Company
The Fund aims to provide a combination of income and long-term capital growth. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. 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). The balance of the exposure to these different asset types may vary over time, however, equity exposure is usually between 50-85% of the Fund’s value, under normal market conditions.
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