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Threadneedle Glbl Select GBP X N Acc (F00000IRBZ.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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154.00-2.00 (-1.28%)
At close: 06:07PM EDT

Threadneedle Glbl Select GBP X N Acc

Dreikönigstrasse 31a

London EC4N 6AG

Management information
Jeremy Podger,Lead manager since 31 October 2003
Jeremy is a portfolio manager with Threadneedle, his employer since 2003. He started his career in 1987 as a Pan European fund manager for the Saudi International Bank. He has also worked for Mirage Resources as a global fund manager and Investec Asset Management where he was promoted to head of institutional Continental Europe in 1998. Podger is an associate member of the UK Society of Investment Professionals (UKSIP).
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

CategoryGlobal Large-Cap Growth Equity
Fund familyThreadneedle Investment Services Ltd
Net assetsN/A
YTD return0.90%
Yield1.32%
Morningstar rating★★★★
Inception date25 Sept 2008

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover130.00%
Average for categoryN/A

Fees and expenses

ExpenseF00000IRBZ.LCategory average
Annual report expense ratio (net)0.06%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