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Threadneedle launches Dynamic Real Return fund for Nangle
by Emma Dunkley on Jun 18, 2013 at 14:19
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%.
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