Threadneedle US Equity Income Inst

Quick Stats

Bid Price - Offer Price -
Mid Price EUR 1.26 Day Change EUR +0.00 (0.24%)
Price Date 17 Feb 2017 Crown Rating 2
Shares Class Inc. Yield 2.30 %
Total Expense Ratio 0.00 Fund Size 120,614,596.67
Launch Date 20/05/2016 Standard Initial Charge (%) 0.00
Currency EUR ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 750,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BD37P812 Min TopUp (£) 40,000.00

Fund Objective

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 US companies of any size and in any business sector. The Fund may also invest in asset classes and instruments different from those stated above.

Fund Managers

Diane Sobin
Diane Sobin joined Threadneedle Investments in 2011 from sister company Columbia Management and has led the US Equities team since 2014.  She manages the Threadneedle American Select Fund, the Threadneedle American Smaller Companies Fund and the Threadneedle US Equity Income Fund, as well as a number of institutional US equity mandates. Diane also co-manages the Columbia Mid Cap Value Fund. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy sector.Diane joined Columbia Management in 2011, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds.Diane was named in Financial News 100 Most Influential Women in European Finance in 2014.She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.