Threadneedle Global Multi-Asset Income Fund
The Global Multi Asset Income Fund brings together four key investment capabilities, as well as drawing on the extensive experience of Columbia Threadneedle Investments Asset Allocation Strategy Group.
Reasons to invest
Proven capability in income generation
The strategy actively invests in our internal suite of highly rated income strategies across equities, multi asset, fixed income and property. These investments will be supplemented by beta products and direct holdings, where appropriate.
Stable team
The portfolio manager is supported by a team of more than 20 investment experts, including an eight-strong Asset Allocation Strategy Group. The team is able to draw on the wider investment platform for macro insights, information and propriety research.
Risk awareness
Diversification is embedded into the construction process, with a focus on providing a sustainable level of income and growth of capital over the medium-to-long term. The ability to ‘look through’ a portfolio facilitates best-in-class portfolio risk management.
Key Facts
Target | Cash+4% (Defined as Bank of England Base Rate). | Volatility | Lower volatility than an equity only portfolio, approximately two-thirds the volatility of equities |
|---|---|---|---|
Neutral Allocation | Equity 40% | Launch Date | 10/1/2007 |
Fixed Income 30% | |||
Alternatives 30% | |||
Asset Allocation Limits | Equity 30-50% | Implementation | Primarily through Internal Funds |
Fixed income 20-40% | |||
Alternatives 20-40% | |||
Sources of Return | Asset Allocation and Stock Selection | Lead Portfolio Manager | Alex Lyle |
Structure | UK Life company | Leverage | Long only, unlevered |
Liquidity | Daily | Ongoing Charges Figure (OCF) | 50 bps |
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