fund
MI Thornbridge Global Opportunities C
Thematic global equity fund with typically a high weighting to commodities and emerging markets.
PRICE (INC)
470.13p
PRICE (ACC)
579.34p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
1.06%
YIELD
2.9%
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
This fund targets income and capital growth through investment in equities worldwide. The manager describes it as a top-down thematic fund, focused on the consequences of globalisation. The fund's overall numbers have been strong since launch, but with a typically high weighting to commodities and to emerging markets its performance can also be expected to be volatile.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | April 2010 |
| Size | £51m |
| Yield | 2.9% |
| Charging Basis | Capital |
| Dividends paid | 30 Jun |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 1.06% |
Investment Process
The fund's objective is capital and income growth from investments identified across global equity and/or bond markets. From time to time, the manager may also choose to hold bonds, Government securities, collective investment schemes, cash and money market instruments as appropriate in achieving the overall objective of the fund.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning