Threadneedle UK Abs Alpha Z Inc GBP

add to virtual portfolio
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.92%
  • 3 Year sharpe-0.48
  • 3 Year alpha-
  • Distribution Typeincome
  • 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

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.

Latest news

Currently there for this fund. Visit our news hub for other news .