Threadneedle Balanced Managed Ret A

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 140.64 Day Change GBX +0.14 (0.10%)
Price Date 23 Apr 2015 Crown Rating 3
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.67 Fund Size 36,568,300.00
Launch Date 20/12/2007 Standard Initial Charge (%) 3.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.67
ISIN GB00B29JHH79 Min TopUp (£) 500.00

Fund Objective

The aim of the Fund is to grow the amount you invested. The Fund invests using regulated funds which aim to achieve their return by exposure to shares of companies, together with some exposure to commodity linked investments. Commodities are physical materials such as oil, agricultural products and metals. The companies may be in any economic sector and location although there will be a bias towards the UK and Europe.

Fund Managers

Giles Gilbertson
Before the acquisition by FundQuest, Giles had worked with IMS since 2001, and has over 22 years experience. He is responsible for manager and fund research at FundQuest, as well as the management of all single strategy portfolios. Before joining IMS, Giles spent five years with Standard & Poor's where he worked first as Research Director for Funds Research in London, and then as Research Director for Fund Services in New York. Prior to this Giles was Investment Manager at JL Investment Management, having moved from his first investment related role in 1991 as Audit & Trust Manager with Alliot Bullimore Chartered Accountants. Giles is a member of the Associate Member of the Institute of Chartered Accountants of England and Wales (ACA) and an Associate member of the UK Society of Investment Professionals (ASIP) and CFA Institute. He specialised in finance whilst reading Business Studies at CCAT from 1984-1987.