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THREADNEEDLE UK GROWTH & INCOME C1 - Fund overview

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Overview of THREADNEEDLE UK GROWTH & INCOME C1

Aiming to provide investors with capital growth and a rising level of income, this fund has a bias to large cap investments. Threadneedle are one of the premier fund management groups of the UK with their funds usually providing above average levels of returns. This fund unfortunately falls into the category of being the exception that proves the rule.

Standard Initial Charge

3.75% 0.00%

Invest via Bestinvest

to save 3.75%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  November, 1966
Size  £300m
Yield 3.5%
Charging basis  Capital
Dividends paid  7/5, 7/11
Bid price 59.09p

Fund Charges

Standard Initial charge 3.75%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.62%
Reduction in yield (10yr) 1.62%

Bestinvest says


No information available.

Portfolio

threadneedle uk growth & income c1 asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
threadneedle uk growth & income c1 equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
threadneedle uk growth & income c1 equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 26%
Small Caps 3%

Investment process


The objective of the fund is to provide long-term capital growth with a reasonable and growing level of income. This is achieved through primarily investing within blue chip companies but small and mid cap companies may be held from time to time when the manager feels this is appropriate.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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