Threadneedle US Eq Inc L Inc GBP

Fund

Fund Info

  • Yield History2.40%
  • 3 Year sharpe1.36
  • 3 Year alpha2.06
  • 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. Derivatives and forward transactions shall be used only for the purposes of efficient portfolio management and hedging. Subject to at least 60 days’ notice to Shareholders, derivatives may also be used for investment purposes, which may change the risk profile of the Fund.