Threadneedle US Eq Inc L Inc GBP

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.32%
  • 3 Year sharpe0.90
  • 3 Year alpha3.83
  • Distribution Typeincome
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.69%
  • SectorNorth America
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00BZ563T77

Investment Strategy

The Fund aims to provide income combined with prospects for capital growth ov er the long term. It looks to prov ide an income yield higher than the S&P 500 Index ov er 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 w hich have significant US business operations.

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