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Threadneedle (Lux)-Euro Dynamic Real Return AE

Ranked 23 out of 74 in - Flexible EUR over 3 months
All calculations are in GBP unless stated

Managed by

Maya Bhandari

Maya Bhandari joined Columbia Threadneedle in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process. Before joining the company, Maya spent over 10 years advising buy-side companies on their multi-asset strategies. Most recently, she was a strategist and director at Citigroup within the Global Macro Strategy & Asset Allocation team where she developed broad global macro themes and investment ideas across asset classes. She was also a member of the Citi Private Bank’s Investment Committee, where she advised the private bank on their asset allocation decisions. Prior to that, she spent six years at Lombard Street Research, latterly as head of Emerging Markets Analysis, whilst also previously working as a senior economist and strategist. Maya started her career as an economist for the European Commission. Maya holds an MA (First Class Honours) in Economics from Edinburgh University, and a MPhil in International Relations from Cambridge University.

Objective

The Portfolio seeks to achieve a positive real rate of return, i.e. above the rate of inflation (as measured by the Monetary Union index of consumer prices (MUICP)), from capital appreciation and income over the medium to long term. To achieve its objective, the Portfolio will take a flexible investment approach and invest in various asset classes such as fixed income securities (including those rated below Investment Grade), equities, money market instruments, currencies, commodities (up to 20% of the assets of the Portfolio) and property securities (up to 20% of the assets of the Portfolio) (the Investable Universe).

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.7%
2018 0.9% -6.7%

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. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date24/04/2018
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1734044255

Purchase Info

  • Min. initial investment2,500

Charges

  • Annual management1.25%
  • Initial investment1.25%

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