Threadneedle UK Overseas Earn Z Inc

Fund

Fund Info

  • Yield History2.79%
  • 3 Year sharpe0.82
  • 3 Year alpha-0.72
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorUK All Companies
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B9BQ0321

Investment Strategy

The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in the shares of UK companies deriving more than half their earnings from overseas activities and/or exports.