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Threadneedle Dynamic Real Return Z Acc

Ranked 42 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Toby Nangle

Toby Nangle joined Columbia Threadneedle in 2012 and is currently Global Co-Head of Asset Allocation and Head of Multi-Asset, EMEA. In this role he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to Columbia Threadneedle’s asset allocation process.Before joining Columbia Threadneedle, Toby worked at Baring Asset Management, initially in the fixed income team and subsequently as Director of the Multi-Asset Group. He holds degrees in History and International Relations from the University of Cambridge.

Objective

The Fund aims to provide a positive real rate of return above inflation (defined as the Consumer Price Index) over the medium to long term and to provide a positive return over a three year time period, notwithstanding market conditions. Positive returns are not guaranteed and no form of capital protection applies. The Fund invests in shares of companies and bonds (which are similar to a loan and pay a fixed or variable interest rate) issued by companies and governments, money market instruments, cash, currencies, property and commodities worldwide. Commodities are physical materials such as oil, agricultural products, and metals.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.7% -2.0% 2.4% 1.0% -6.9%
2017 6.8% 2.4% 1.4% 1.1% 1.8%
2016 8.0% 1.3% 2.3% 3.6% 0.6%
2015 3.0% 4.4% -1.2% -2.5% 2.4%
2014 6.3% 0.6% 1.5% 1.4% 2.7%
2013 8.5% 4.1% 0.6% 0.9% 2.7%
2012 2.4% 0.9% -0.6% 1.8% 0.4%
2011 3.8% 0.9% 1.6% -3.0% 4.5%
2010 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
GBP Cash 36.95%
Threadneedle Sterling Short-Dated Cor Bnd X Inc Gr 17.29%
United Kingdom 1.750% 22-Jul-2019 9.71%
Threadneedle Japan X Net Acc 9.56%
Threadneedle European X Net Acc 6.87%
Threadneedle (Lux)-Enhanced Commodities XU 6.13%
Threadneedle European Select X Net Acc 5.96%
Threadneedle Asia X Net Acc 4.05%
Threadneedle PAIF Inst Net Inc 3.57%
Threadneedle UK X Inc GBP 3.45%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/06/2013
  • Share Class size1,780Mn
  • Base currencyGBP
  • ISIN GB00B93TQ868

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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