Threadneedle Managed Equity Focused ZNA GBP

Willis Owen Research Commentary

This adventurous fund is managed by Alex Lyle who has over 25 years of experience in managing equity and multi asset funds. He is a member of the company's asset allocation committee and its views are reflected in the positioning of the fund. Fees are kept competitive by using funds from the wide range of options available in-house which cover all mainstream assets and regions. The fund invests around two thirds in equities and under 20% in bonds with high conviction stances taken on sectors and regions. The fund has outperformed the peer group during the manager's tenure.

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