Zurich Horizon Multi-Asset V Z Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 62.11||Day Change||GBX +0.11 (0.18%)|
|Price Date||24 Mar 2017||Crown Rating|
|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|
|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|
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.
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.