Threadneedle (Lux)-Global Equity Income 1U

Ranked 31 out of 107 in - Global Equity Income over 3 months
All calculations are in GBP unless stated

Managed by

Jonathan Crown

Objective

The Portfolio seeks to achieve income with prospects for capital appreciation. The Portfolio will invest principally in global equity securities. Income will be in the form of dividend distribution. The Portfolio may use financial derivative instruments for hedging purposes. The Sub-Advisor considers the MSCI World Index as providing an appropriate performance measure of large and medium sized companies across both developed and emerging market countries. It provides a helpful benchmark against which Portfolio performance can be evaluated over time.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date23/10/2018
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU1864953812

Purchase Info

  • Min. initial 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).