MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide income combined with prospects for investment growth over the long term. It looks to provide an income yield higher than the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in the shares of companies worldwide. The Fund selects companies that exhibit above average income generation potential, as well as those considered to offer opportunities more by way of share price or dividend growth. These companies may be chosen from any industry or economic sector, and whilst there is no restriction on size, investment tends to focus on larger companies, such as those included in the MSCI ACWI Index. The MSCI ACWI Index is regarded as providing an appropriate representation of the share performance of large and medium-sized companies worldwide, with more than 2,700 companies currently included. The income yield of this index (calculated using dividends declared by its constituent companies) provides a suitable target benchmark against which the level of income generated by the Fund will be measured and evaluated over time. The Fund will typically invest in fewer than 90 companies, which may include shares of some companies not within the MSCI ACWI Index. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

Fund Managers

Jonathan Crown

Jonathan Crown is lead portfolio manager on the Global Equity Income Strategy and manages a number of pooled and institutional mandates including the Threadneedle Global Equity Income Fund. Jonathan joined the company in 2005 as an investment analyst on the credit team. In 2008, he moved from the Fixed Income team to the Global Equities team and has managed global equity portfolios since 2010 and global equity income portfolios since 2011. Jonathan is also deputy head of the financials sector research team.Before joining the company, he worked at Dresdner Kleinwort Wasserstein as an investment grade credit analyst covering financials.Jonathan has an MA (Hons) Degree in Economics from the University of St Andrews.