Threadneedle Equity & Bond T Inc GB

Quick Stats

Bid Price GBX 113.40 Offer Price GBX 113.40
Mid Price - Day Change GBX +0.10 (0.09%)
Price Date 22 Feb 2017 Crown Rating 4
Shares Class Inc. Yield 1.22 %
Total Expense Ratio 0.00 Fund Size 1,350,038,382.63
Launch Date 26/08/1997 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.05 Sector IMA UK Equity Income
Min Investment (£) 2,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYTLGJ25 Min TopUp (£) 0.00

Fund Objective

The aim of the Fund is to provide income with the potential to grow the amount you invested. The Fund invests in a selection of regulated funds that are managed by the same group of companies as the Management Company. The Fund will invest worldwide. At least two-thirds of its assets will be invested in lower risk funds that invest worldwide in shares and/or bonds (which are similar to a loan and pay a fixed or variable interest rate). Up to 20% of the Fund may be invested in funds that use derivatives for investment purposes. Derivatives are sophisticated investment instruments linked to the rise and fall of the price of other assets. The Fund may also invest in asset classes and instruments different from those stated above.

Fund Managers

Mark Burgess
Mark is Chief Investment Officer, EMEA and Global Head of Equities. In his role he is responsible for the investment performance for all EMEA investment strategies and for equities globally. He chairs the company’s Asset Management Committee and is a statutory Board member. He joined the company in November 2010. Prior to joining the company Mark was Head of Equities at Legal and General Investment Management. Before joining LGIM, Mark held senior roles at Morgan Grenfell Asset Management and Deutsche Asset Management. He gained a degree in Economics and Philosophy from Keele University and is an associate of the Institute of Investment Management and Research. He is a Director of the Investor Forum and a trustee of two charities, Access Sport and LIFEbeat.