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Threadneedle Strategic Bond Fund Z Gross Income GBP (0P0000X3IN.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
90.43+0.02 (+0.02%)
At close: 09:00PM BST
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Threadneedle Strategic Bond Fund Z Gross Income GBP

London EC4N 6AG

Cannon Place, 78 Cannon Street

44-20-7464-5000
Management Information
,Lead Manager since October 17, 2016
Ryan Staszewski is a portfolio manager at Columbia Threadneedle Investments. Mr. Staszewski is responsible for European credit portfolios within the fixed income team in London. Previously, he worked as a credit analyst undertaking fundamental analysis across a number of sectors within the investment grade universe. Prior to joining one of the Columbia Threadneedle Investments firms in 2012, Mr. Staszewski held a role as a sell-side publishing analyst at JP Morgan, where he was voted the #2 utilities analyst by industry peers in the Euromoney 2012 fixed-income survey. Prior to that, he was a buy-side credit analyst at Aviva Investors. Mr. Staszewski received a degree in economics and finance from Curtin University, Western Australia, and is also a CFA Charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyThreadneedle Investment Services Ltd
Net Assets172.88M
YTD Return1.28%
Yield3.47%
Morningstar Rating★★★★
Inception DateOct 1, 2012

Fund Operations

Last Dividend0.01
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000X3IN.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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