Zurich Horizon Multi-Asset V Z Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 62.11 Day Change GBX +0.11 (0.18%)
Price Date 24 Mar 2017 Crown Rating 5
Shares Class Inc. Yield 0.93 %
Total Expense Ratio 0.00 Fund Size 8,328,200.00
Launch Date 30/03/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BTKH4H81 Min TopUp (£) 50,000.00

Fund Objective

The aim of the fund is to grow the amount invested over the medium to long term and to keep the fund within a designated risk profile.

Fund Managers

Alex Lyle
Alex Lyle is Threadneedle’s Head of Managed Funds. In 1980, he joined Hambros Bank’s unit trust division, which was acquired by Allied Dunbar in 1981 and subsequently became part of Threadneedle Investments in 1994. He managed UK equity portfolios for more than 20 years. He was appointed joint head of Threadneedle’s Pan European equity team in December 1999 and then Head of Managed funds in May 2003. In this role he takes responsibility for a large number of our managed funds, is a member of the asset allocation committee and is a key investment contact between Threadneedle and some of our major clients.