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THREADNEEDLE MANAGED PORTFOLIO 4 - Fund overview

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Overview of THREADNEEDLE MANAGED PORTFOLIO 4

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. THREADNEEDLE MANAGED PORTFOLIO 4 does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	Unclassified
Product type	OEIC
Launched	March, 2009
Size	£61m
Yield	1.3%
Charging basis	–
Dividends paid	Acc units only.
Bid price	132.90p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.20%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	47%
	High yield bonds	–
	Quality bonds	31%
	Property	18%
	Commodities	–
	Hedge	–
	Fund cash	4%

threadneedle managed portfolio 4 equity geographic illustration

Allocation		Proportion

	UK	73%
	Europe	7%
	Nth America	15%
	Japan	5%
	Pacific	–
	Other Equity	–

threadneedle managed portfolio 4 equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for THREADNEEDLE MANAGED PORTFOLIO 4

Investment process

The objective of the Fund is to achieve long term capital growth and income generation.

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.

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