Threadneedle Multi-Asset Zurich IV

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 577.22 Day Change GBX +2.06 (0.36%)
Price Date 16 Jul 2015 Crown Rating
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 0.00 Fund Size 12,634,880.54
Launch Date 12/12/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BGDWD278 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to grow investment through a combination of income and capital growth over the very long term, which for this Fund means more than 15 years. The Fund will aim to achieve this objective, whilst remaining within Risk Profile 4. The Fund’s potential gains and losses will be constrained by the aim of keeping within the asset allocation embodied in the Risk Profile.

Fund Managers

Alex Lyle
Alex Lyle is Head of Managed Funds, EMEA. In this role he takes responsibility for a large number of the company’s managed funds, is a member of the Asset Allocation Committee and is a key investment contact between the company and a number of its major clients. He joined the company in 1994 and was appointed Joint Head of UK / European Equity teams in 1999 and became Head of Managed Funds in 2003. Alex started his career at Hambros Bank’s¹ Unit Trust Division, which was acquired by Allied Dunbar² in 1981 and subsequently became part of Thread needle Asset Management Limited in 1994. He managed UK equity portfolios for more than 20 years. He has a degree in Geography from Oxford University.