Threadneedle Global Equity Income Z
|Bid Price||-||Offer Price||-|
|Mid Price||CHF 1.38||Day Change||CHF -0.00 (-0.30%)|
|Price Date||21 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||1,760,990,530.31|
|Launch Date||27/06/2007||Standard Initial Charge (%)||3.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BXC7YC96||Min TopUp (£)||50,000.00|
The aim of the Fund is to provide income with the potential to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares of companies worldwide. The Fund may also invest in asset classes and instruments different from those stated above.
Stephen Thornber has led the Threadneedle Global Equity Income strategy since its inception in 2007. He also heads the energy sector research team. Before joining the Global Equities team in 2003, Stephen was a UK equity portfolio manager and spent five years managing the Threadneedle UK Monthly Income Fund. Stephen joined Threadneedle Asset Management Limited at the company’s inception in 1994. Before this he worked for Eagle Star Investments¹ and for the Kuwait Investment Office. Stephen has a BA in Business and Finance from Plymouth Polytechnic. He also holds the Chartered Financial Analyst designation and is an associate member of the CFA Society of the UK.