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Threadneedle (Lux)-Glob Multi Asset Income AU

classificato 32 su 38 di - Multi Asset Bilanciati USD su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Maya Bhandari

Maya Bhandari joined Columbia Threadneedle in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process. Before joining the company, Maya spent over 10 years advising buy-side companies on their multi-asset strategies. Most recently, she was a strategist and director at Citigroup within the Global Macro Strategy & Asset Allocation team where she developed broad global macro themes and investment ideas across asset classes. She was also a member of the Citi Private Bank’s Investment Committee, where she advised the private bank on their asset allocation decisions. Prior to that, she spent six years at Lombard Street Research, latterly as head of Emerging Markets Analysis, whilst also previously working as a senior economist and strategist. Maya started her career as an economist for the European Commission. Maya holds an MA (First Class Honours) in Economics from Edinburgh University, and a MPhil in International Relations from Cambridge University.

Obiettivo

The Global Multi Asset Income Portfolio seeks to achieve an income with the prospect of capital appreciation over the medium to long term. The Portfolio will invest principally in global fixed income and global equity securities. The Portfolio may further invest in cash and other securities globally. The Portfolio will follow a flexible asset allocation policy to achieve the investment objective, and this may result in the Portfolio having no exposure to particular asset classes.

Performance

Multi Asset Bilanciati USD su un periodo di : 31/05/2017 - 31/05/2018

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -4,7%
2017 -1,9% 2,3% -3,4% -1,6% 0,8%
2016 8,7% -3,5% 3,6% 1,7% 6,9%
2015 14,1% 15,9% -3,0% -4,7% 6,5%
2014 -0,4% 1,5% 8,6%
2013 -2,5% 4,5% -1,3% -4,0% -1,5%
2012 -2,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Francia
  4. Germania
  5. Italia
  6. Lussemburgo
  7. Paesi Bassi
  8. Spagna
  9. Svezia
  10. Svizzera
  11. Emirati Arabi Uniti

Informazioni sul fondo

  • Inizio collocamento18/09/2012
  • Dimensione share class15Mn
  • Valuta di baseUSD
  • ISIN LU0640488648

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2.500
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,25%
  • Investimento iniziale1,25

Articoli correlati

Threadneedle: "La frenata cinese getta un'ombra sugli emergenti"

Per il gestore multi asset Toby Nangle, la vera sfida è approfittare di valutazioni molto convenienti, coprendosi dal rischio di un rallentamento della crescita cinese.

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).