THREADNEEDLE EQUITY & BOND - Fund overview
No Bestinvest rating
Find rated mixed investment 20-60% shares funds
Overview of
THREADNEEDLE EQUITY & BOND
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. THREADNEEDLE EQUITY & BOND 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 |
Mixed Investment 20-60% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
August, 1997
|
| Size |
£873m
|
| Yield |
2.0%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
100.50p |
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
|
1.56%
|
|
Reduction in yield (10yr)
|
1.56%
|