Threadneedle Managed Equity & Bond ZNA GBP

Willis Owen Research Commentary

This moderate risk 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 avoids the double charging element that can occur with external funds. The fund offers a good balance between bonds and shares but the manager is not afraid to take fairly aggressive positions with each category.

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