Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Threadneedle launches Dynamic Real Return fund for Nangle

Threadneedle launches Dynamic Real Return fund for Nangle

Threadneedle Investments has launched a long-only multi-asset fund for manager Toby Nangle, targeting equity-like returns with lower volatility.

The unconstrained fund allows Nangle, the firm’s head of multi-asset allocation, to invest across equities, fixed income, commodities, property cash and alternatives.

Nangle will aim to deliver returns in line with equities over a three to five year time horizon, or CPI plus 4%, but with only two-thirds the volatility of equities.

The firm said it aims to provide a positive return over a maximum period of three years, regardless of market conditions.

Nangle said: ‘By taking a dynamic approach to asset allocation, and with the flexibility to invest in broad range of asset classes including commodities, property and cash, we expect to enhance risk-adjusted returns.

‘As the future of the global economy remains uncertain, and unconventional measures are being used to manage liquidity, active multi-asset products can offer investors a more effective way to balance risk and return than traditional equity/bond funds.’

Nangle will be supported by head of managed funds Alex Lyle and the company's Asset Allocation Strategy group.

The fund, which is structured as a non-Ucits retail Oeic, sits in the revamped IMA Targeted Absolute Return Sector.

The clean share class has an annual management charge of 0.75%.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Volatility spike: How ETFs can soften the blow

Volatility spike: How ETFs can soften the blow

ETFGI’s Deborah Fuhr discusses the role of ETFs in client portfolios during volatile market conditions

Play Winter market warmers, the post QE world and timing the Fed

Winter market warmers, the post QE world and timing the Fed

This week’s episode of Investment Pulse looks at the winding down of quantitative easing, whether to try and time a US Federal Reserve rate rise and if strong seasonal performers can reverse recent market slumps

Play JPM’s Negyal: Back divis to temper EM volatility

JPM’s Negyal: Back divis to temper EM volatility

Omar Negyal, co-manager of the JPMorgan Global Emerging Markets Income trust, says a dividend approach to emerging markets reduces the volatility of investing in the asset class.

Wealth Manager on Twitter