Threadneedle UK Abs Alpha Z Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.97%
  • 3 Year sharpe-0.94
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 3 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • IA SectorTargeted Absolute Return
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00B8BX5538

Investment Strategy

The Fund aims to achieve a higher rate of return than the ICE BofA British Pound 3-month Deposit Offered Rate Constant Maturity Index over rolling 3-year periods, after the deduction of charges. The Fund also seeks to deliver a positive return (net of charges) over a 12-month period, irrespective of market conditions. However, there is a risk to capital, and there is no guarantee that such a return will be achieved within 12 months, or any other timescale. The Fund is actively managed, and seeks to gain at least 70% of its investment exposure to shares of companies domiciled in the UK, or which have significant UK business operations.

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