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Threadneedle Global Equity Income

Ranked 15 out of 73 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Thornber

Stephen Thornber was born in Southampton in 1961 and graduated from Plymouth Polytechnic where he studied business studies. He started his career in 1986 at Touche Remnant where he was a technology analyst and in 1987 he joined Aberdeen Fund Managers where he was an analyst and fund manager. Stephen joined Kuwait Investment Office in 1989 where he was a fund manager and in 1993 he joined Columbia Threadneedle Investments where he is currently a fund manager of global equity funds. Stephen has been managing funds for over 23 years and is a member of UKSIP. Outside of fund management he enjoys golf, skiing, cycling, classic cars and cinema and theatre.


The investment objective of the Fund is to achieve a high and growing income over the long term combined with prospects for capital growth. The ACD's investment policy is to invest no less than two-thirds of the gross assets of the Fund in global equities. Income will be in the form of dividend distribution.

Showing fund performance in United Kingdom View performance globally


Global Equity Income over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.3%
2015 6.1% 8.8% -5.6% -5.0% 8.8%
2014 3.0% -0.3% 1.7% -0.6% 2.2%
2013 21.6% 18.6% -1.1% 0.7% 3.0%
2012 10.5% 5.4% -1.6% 4.5% 2.0%
2011 -3.9% 0.6% 1.4% -12.0% 7.1%
2010 23.6% 7.1% -8.0% 12.0% 12.0%
2009 19.1% -10.0% 4.7% 19.9% 5.4%
2008 -18.9% -7.6% -4.9% -7.7% 0.0%
2007 2.3% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Denmark
  5. France
  6. Germany
  7. Hong Kong
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date27/06/2007
  • Share Class size1,550Mn
  • Base currencyGBP
  • ISIN GB00B1YW3W13

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment3.75

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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).