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Murray International - Downgraded
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Threadneedle Dynamic Real Return - New rating
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TM Sanditon European fund - New rating
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Threadneedle Dynamic Real Return - New rating
This is an asset class unconstrained, long-only, multi-asset portfolio, built to deliver an inflation +3% total return target over the medium term. To achieve this objective the fund invests mainly across internal Threadneedle funds, passive vehicles and some direct securities. As a group, Threadneedle offers a broad range of competitive mandates, with few performance outliers. Derivatives can be used to manage aggregate portfolio exposures, but only for efficient portfolio management purposes, or for gaining long only exposure - they will not be used for implementing naked short positions. All Threadneedle funds are accessed through a gross of fees share class, an AMC of 0.50% is then applied at the overall fund level to provide a very competitively priced fund-of-fund investment option. The mandate is awarded a 3 star rating will feature on our top-rated funds list - our research team’s premier selection.
Targeted Absolute Return funds do not guarantee a positive return and you could get back less than you invested, much like any other investment. Additionally, the underlying assets of these funds generally use complex hedging techniques through the use of derivative products.
Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it. Any yields quoted cannot be considered reliable indicators of future returns.