THREADNEEDLE GLOBAL EQUITY & BOND R - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
THREADNEEDLE GLOBAL EQUITY & BOND R
An internal fund of funds, which is invested circa 50% in UK equities, with the balance spread across international equity markets and bonds. The portfolio reflects Threadneedle's global views on markets and is managed by a duo of Threadneedle's Chief Investment Officer and their Head of Managed Funds. This fund is suitable for investors with smaller portfolios or those who do not want to monitor their holdings actively.
Standard Initial Charge
3.75% 0.00%
Invest via Bestinvest
to save 3.75%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
August, 1997
|
| Size |
£622m
|
| Yield |
0.9%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
98.39p |
Fund Charges
|
Standard Initial charge
|
3.75%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.02%
|
|
Annual management charge
|
0.25%
|
|
Total expense ratio
|
1.82%
|
|
Reduction in yield (10yr)
|
1.82%
|