Threadneedle Managed Equity Focused Fund Z Accumulation GBP (0P000152A9.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Threadneedle Managed Equity Focused Fund Z Accumulation GBP
Dreikönigstrasse 31a
London EC4N 6AG
Management information
Alex Lyle,Lead manager since 1 April 2008
Alex Lyle is Head of Managed Funds, EMEA. In this role he takes responsibility for a large number of the companyâs managed funds, is a member of the Asset Allocation Committee and is a key investment contact between the company and a number of its major clients. He joined the company in 1994 and was appointed Joint Head of UK / European Equity teams in 1999 and became Head of Managed Funds in 2003. Alex started his career at Hambros Bankâs¹ Unit Trust Division, which was acquired by Allied Dunbar² in 1981 and subsequently became part of Threadneedle Asset Management Limited in 1994. He managed UK equity portfolios for more than 20 years. He has a degree in Geography from Oxford University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGBP Allocation 60-80% Equity
Fund familyThreadneedle Investment Services Ltd
Net assets800.3M
YTD return4.52%
Yield1.09%
Morningstar rating★★★★
Inception date16 Dec 2014
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover21.00%
Average for categoryN/A
Fees and expenses
Expense0P000152A9.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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