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
Brewin's Gutteridge & Foster talk property with Standard Life's Baggaley

Brewin's Gutteridge & Foster talk property with Standard Life's Baggaley

Gutteridge and Foster discuss UK commercial property with Jason Baggaley, manager of the Standard Life Property Income investment trust

Brewin's Gutteridge asks Odey's Tim Bond two tough questions

Brewin's Gutteridge asks Odey's Tim Bond two tough questions

Gutteridge puts the heat on Odey's asset allocation maestro with a couple of tough questions.

Brewin's Foster & Gutteridge: searching for the yield of dreams

Brewin's Foster & Gutteridge: searching for the yield of dreams

Guy Foster and Ben Gutteridge discuss the latest upbeat US payroll report and how it has increased the probability of a first hike in interest rates in June.

Your Business: Cover Star Club

Profile: Creechurch Capital’s CEO on going the extra mile in a crowded market

Profile: Creechurch Capital’s CEO on going the extra mile in a crowded market

Growing a business is the main aim of many company owners but managing that growth in a controlled way is just as important

Wealth Manager on Twitter