Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Threadneedle Global Multi-Asset Income Z Acc

Ranked 125 out of 390 in - Balanced GBP over 12 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.

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 investment objective of the Fund is to achieve income with the prospect of capital appreciation over the medium to long term.The Fund’s investment policy is to actively manage a global portfolio with exposure primarily to fixed income, equities and property and, in addition, to cash, money market instruments, currencies, commodities and other alternative asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 8.1% 4.1% 1.3% 0.7% 1.9%
2016 11.0% 2.9% 2.3% 3.5% 1.9%
2015 5.9% 4.2% -1.1% -1.6% 4.4%
2014 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/07/2014
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00BNG64558

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0

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