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THREADNEEDLE GLOBAL EQUITY 1 - Fund overview

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Overview of THREADNEEDLE GLOBAL EQUITY 1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. THREADNEEDLE GLOBAL EQUITY 1 does not fall into either of these categories at present.

Standard Initial Charge

3.75% 0.00%

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to save 3.75%

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Fund summary

Sector  Flexible Investment
Product type  UNIT TRUST
Launched  August, 1997
Size  £240m
Yield 0.6%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 105.90p

Fund Charges

Standard Initial charge 3.75%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.03%
Annual management charge 0.25%
Total expense ratio 1.88%
Reduction in yield (10yr) 1.88%

Bestinvest says


No information available.

Portfolio

threadneedle global equity 1 asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds 0%
Quality bonds 5%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%
threadneedle global equity 1 equity geographic illustration
Allocation Proportion
UK 45%
Europe 16%
Nth America 16%
Japan 7%
Pacific 8%
Other Equity 8%
threadneedle global equity 1 equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 20%
Small Caps 8%

View all performance data for THREADNEEDLE GLOBAL EQUITY 1

Investment process


The aim of the Fund is to provide above average capital growth from investment in a portfolio of funds managed by Threadneedle Investments. The portfolio will normally include more specialist funds from the Threadneedle range.

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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