Threadneedle US Eq Inc L Inc GBP

Fund

Fund Info

  • Yield History2.36%
  • 3 Year sharpe1.22
  • 3 Year alpha3.33
  • Distribution Typeincome
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.68%
  • SectorNorth America
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BZ563T77

Investment Strategy

The objective of the Fund is to achieve a high level of income combined with the potential for long-term capital growth. The Fund will invest principally in a portfolio of US equities, unconstrained by company size or sector classification. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments, deposits, and cash and near cash when deemed appropriate.

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