Threadneedle Global Opportunities Bond Z Net Acc


Buy/Sell Price  (as of 09/12/2016) £0.9266   Day Change :  0.35%     Fund Code:  THGOA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Matthew Cobon joined the company in 2011 and is currently Head of Interest Rates and Currency, EMEA. He is the lead portfolio manager of Threadneedles absolute return bond funds (Threadneedle Absolute Return Bond Fund and Threadneedle Target Return Fund). Matthew also sits on the firm-wide Asset Allocation committee and helps to manage an absolute return multi-asset fund in conjunction with the companys Multi- Asset team. Matthews investment focus is formulating and managing a broad portfolio of developed market and emerging market currencies with a view to generating a liquid uncorrelated alpha stream. Before joining the company, Matthew spent four years at Aberdeen Asset Management where he held the role of Head of Currency. Matthews FX market experience spans 17 years and has also included roles at Deutsche Asset Management and Citigroup Global Markets. Matthew obtained an Economics degree from the University of Warwick in 1996.

Biography

Adrian Hilton joined Columbia Threadneedle Investments in June 2016 as a Fixed Income portfolio manager in the Interest Rates & Currencies team. Prior to this, he spent eight years as a portfolio manager at Brevan Howard Asset Management, where he traded Emerging Markets local rates and currencies. Adrian began his career at the Bank of England in 2000, holding various positions in the Sterling Markets and Foreign Exchange divisions. He became a portfolio manager in the Bank's Reserves Management team in 2005 before leaving to join Aberdeen Asset Management in 2007 as a portfolio manager in that firm's global rates team. At Aberdeen, he contributed to absolute return rates strategies before joining Brevan Howard in September 2008 at the launch of Brevan Howard's UCITS absolute return rates strategy. Adrian holds a BA (Hons) in History from the University of Birmingham.
Investment HouseColumbia Threadneedle
Fund ProviderThreadneedle Investment Services Ltd
ManagerMatthew Cobon   Biography
ManagerAdrian Hilton   Biography

Fund Objective The aim of the Fund is to make a positive return for you over a rolling 12 month period, notwithstanding changing market conditions. Positive returns are not guaranteed and no form of capital protection applies

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00BQSTFQ12
12-Month NAV High £0.97
12-Month NAV Low £0.91
Fund Comparative Index -
Morningstar CategoryTMAlt - Long/Short Debt
Dividend FrequencyTwice Yearly

Annual Charges

Morningstar ratings

OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  09/12/2016

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Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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