Threadneedle UK Social Bd Z Grs Acc£

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.24%
  • 3 Year sharpe0.14
  • 3 Year alpha-0.77
  • Distribution Typeaccumulation
  • BenchmarkICE BofA 1-10Y Sterling NonGilt TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.44%
  • IA Sector£ Corporate Bond
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BF233808

Investment Strategy

The Fund aims to provide income with the prospect of some capital growth over the long term (5 years or more), through investment in debt securities that are deemed to be supporting and funding socially beneficial activities and development, primarily in the UK. The Fund is actively managed, and seeks to maximise its investment exposure to socially beneficial activities and development, based on assessments produced under the Fund’s Social Assessment Methodology.

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