|Investment House||Columbia Threadneedle|
|Fund Provider||Threadneedle Investment Services Ltd|
|Manager||Matthew Cobon Biography|
|Manager||Adrian 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. At least two-thirds of the Funds assets will be in long and short positions in bonds issued by companies and governments. The Fund invests directly in these assets or by using derivatives. Derivatives will be used to obtain, increase or reduce exposure to underlying assets and may create gearing. Where gearing is created, the net asset value of the Fund may experience more fluctuation than if there were no gearing. The Fund will also make use of derivatives for short selling. The Fund can invest in developed and emerging markets.
|12-Month NAV High||£0.93|
|12-Month NAV Low||£0.91|
|Fund Comparative Index||-|
|Morningstar CategoryTM||Alt - Long/Short Debt|
|Dividend Frequency||Twice Yearly|
One or more funds cannot be shown as they have less than one year of performance data.
Fund versus Morningstar Category
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.