Threadneedle Global Equity

Select Funds

Fund Overview

This fund aims to achieve above average capital growth through investments in a portfolio of funds that are also managed by Threadneedle. This portfolio will usually include a variety of specialist funds that are selected from the Threadneedle range, mainly composed of equities and fixed interest investments.


The fund looks to invest in companies that that the ability to grow organically through such features as a reasonable valuation, proven management ability, strong cash flow and some degree of market leadership and therefore control over pricing.


The Threadneedle Global Equity fund may also invest in collective investment schemes that do not restrict their use of derivatives, these investments may be of up to 20% of the Fund’s value. As well as this, direct investments may also be made in cash, near cash and money market instruments.


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 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.