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THREADNEEDLE CREDIT OPPORTUNITIES GBP - Fund overview

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Overview of THREADNEEDLE CREDIT OPPORTUNITIES GBP

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

Standard Initial Charge

3.00% 0.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Absolute Return
Product type  OEIC
Launched  April, 2009
Size  –
Yield 3.6%
Charging basis  –
Dividends paid  Acc units only.
Bid price 119.91p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.25%
Reduction in yield (10yr) 1.25%

Bestinvest says


No information available.

Portfolio

threadneedle credit opportunities gbp asset allocation illustration
Allocation Proportion
Equity
High yield bonds 40%
Quality bonds 60%
Property
Commodities
Hedge 0%
Fund cash

No data available.

No data available.

Investment process


is to achieve a total positive return in all market conditions through exposure to a range of credit related instruments. These instruments generate returns from contracted income flows and changes in credit worthiness. The Fund will invest primarily in corporate bonds, sovereign bonds and other debt securities including money market securities. The manager
may take long and short positions through derivatives in such issues.

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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