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WINTERTHUR THREADNEEDLE GLOBAL SELECT PF - Fund overview

No Bestinvest rating


Overview of WINTERTHUR THREADNEEDLE GLOBAL SELECT PF

This international equity portfolio is primarily selected from the best ideas of Threadneedle’s regional teams. The London-based global equity team attempts to place these in an international context by analysing them on a sector basis. The fund keeps fairly close to index weightings, making it a relatively less risky option in its peer group.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  May, 2008
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 230.60p

Fund Charges

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

Bestinvest says


The fund's 4 star rating was removed in December 2011 following the departure of manager Jeremy Podger to Fidelity.

Portfolio

winterthur threadneedle global select pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
winterthur threadneedle global select pf equity geographic illustration
Allocation Proportion
UK 10%
Europe 21%
Nth America 44%
Japan 8%
Pacific 13%
Other Equity 4%
winterthur threadneedle global select pf equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 31%
Small Caps 2%

Investment process


The fund aims to achieve above average capital growth through a portfolio of international equities. The bulk of the portfolio is chosen from a “core list” of around 300 stocks which represent the best ideas of Threadneedle's regional research desks. Threadneedle's global equity team aim to place these stocks in a global context through their own research. This is carried out on a sector basis and includes meeting company management and building their own models, with a focus on normalised accounting measures. Each member of the global team has regional responsibilities and will liaise with the regional team covering their geographic area. Around 85% of the portfolio is taken from the core list with the remainder selected on a discretionary basis by the fund manager, though he is limited to stocks that have been researched in house. The manager claims to take a dynamic approach to style and in the past has moved between growth and value.

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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