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THREADNEEDLE UK SELECT C1 - Fund overview

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Overview of THREADNEEDLE UK SELECT C1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. THREADNEEDLE UK SELECT C1 does not fall into either of these categories at present.

Standard Initial Charge

3.75% 0.00%

Invest via Bestinvest

to save 3.75%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  December, 1969
Size  £229m
Yield 1.7%
Charging basis  Income
Dividends paid  17/4, 17/10.
Bid price 75.87p

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 1.69%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

threadneedle uk select c1 asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
threadneedle uk select c1 equity geographic illustration
Allocation Proportion
UK 97%
Europe 3%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
threadneedle uk select c1 equity capitalisation illustration
Allocation Proportion
Large Caps 68%
Mid Caps 21%
Small Caps 11%

Investment process


This Fund aims to achieve above average long-term capital growth through investing in a concentrated, actively managed portfolio of primarily UK equities. The Fund will focus on a limited universe of shares chosen for their superior performance prospects. There will be no particular sector specialisation.

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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