Threadneedle Global Multi-Asset Income Fund

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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

Insights

Asset Allocation Monthly

Literature

Prospectus

Interim / Annual report

Opportunities in… Multi-asset income funds

Dynamic asset allocation in a changing world

PDF

Securing a positive outcome in a post-annuities world

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