020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

THREADNEEDLE UK INSTITUTIONAL C1 - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of THREADNEEDLE UK INSTITUTIONAL C1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. THREADNEEDLE UK INSTITUTIONAL C1 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  UK All Companies
Product type  OEIC
Launched  July, 2002
Size  £1,147m
Yield 1.6%
Charging basis  –
Dividends paid  Acc units only.
Bid price 92.20p

Fund Charges

Standard Initial charge 3.75%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.67%
Reduction in yield (10yr) 1.67%

Bestinvest says


No information available.

Portfolio

threadneedle uk institutional c1 asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 0%
threadneedle uk institutional c1 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
threadneedle uk institutional c1 equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 24%
Small Caps 2%

Investment process


The Fund aims to achieve long-term capital growth by investing in a wide spread of primarily UK companies which are considered to have good potential for capital growth. Investment will tend to focus on large companies with sound long term prospects.

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

Version: 4.1.2