Threadneedle (Lux)-Gatehouse Shariah Glo Eq AU

Ranked 372 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Simon Haines

Born in 1977, Simon Haines joined Threadneedle as a trainee fund manager in 1999 having graduated with a BA (Hons) in Biology from Oxford University earlier that year. By 2004 Haines had completed all three levels of the CFA and shortly afterwards took on responsibility for management of the Threadneedle UK Mid 250 fund, which looks to achieve capital growth by investing primarily in a selection of companies within the FTSE 250 Index.

Objective

The Fund seeks to achieve capital appreciation by investing in Shariah-compliant securities in accordance with the Shariah Guidelines as determined by the Shariah Supervisory Board. The Portfolio will invest in equities and equity related securities of companies globally. All investments will be Shariah-compliant. The Portfolio has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -5.3% -4.4% 9.7% 4.0% -13.1%
2017 3.9% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date25/04/2017
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU1330310902

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).