Threadneedle US Eq Inc L Inc GBP
Fund
Fund Info
- Yield History2.12%
- 3 Year sharpe1.04
- 3 Year alpha5.92
- Distribution Typeincome
- BenchmarkS&P 500 TR USD
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.70%
- IA Sector-
- Manager GroupColumbia Threadneedle
- DomicileUnited Kingdom
- ISINGB00BZ563T77
Investment Strategy
The Fund aims to provide income combined with prospects for capital growth over the long term. It looks to provide an income yield higher than the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in the shares of companies domiciled in the United States of America (US), or which have significant US business operations.
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