Threadneedle Mthly Etr Inc Z Inc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.83%
  • 3 Year sharpe-0.11
  • 3 Year alpha-4.2
  • Distribution Typeincome
  • BenchmarkICE BofA Sterling Corp&Coll TR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.74%
  • IA SectorUK Equity & Bond Income
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00B8BZ3226

Investment Strategy

The Fund aims to provide a monthly income with prospects for capital growth over the long term. It looks to provide an income yield higher than the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests in a combination of company shares and bonds; typically, between 70-80% in UK company shares and 20%-30% in bonds.

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