Threadneedle UK Index Linked INI In

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 111.45 Day Change GBX -2.85 (-2.49%)
Price Date 1 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 0.60 %
Total Expense Ratio 0.00 Fund Size 91,314,100.00
Launch Date 20/12/2007 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.35 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BD8GM590 Min TopUp (£) 25,000.00

Fund Objective

The objective of the Fund is to achieve a long-term total return and to maximise this return whilst moderating the risk of investment at any particular point in the economic and business cycle.

Fund Managers

Dave Chappell
Dave Chappell is a Senior Portfolio Manager in the interest rate and currency team within Fixed Income and is at the core of US and UK rate and economic forecasting for the company. Dave manages a broad range of US and UK fixed income mandates for numerous insurance companies. He also manages a number of global government portfolios. Dave joined the company in 1997 when Scudder Investments became part of Threadneedle Asset Management Limited. He joined Scudder Investments as a fixed income dealer, and in 1997 became an Insurance Asset Portfolio Manager. He started his career in 1987 at Royal Bank of Scotland as an Operations Supervisor before moving to Irving Trust company as an Operations Manager.