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Threadneedle US Equity Income Fund Z Income GBP (0P00017VK5.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
214.18-2.17 (-1.00%)
At close: 08:00PM GMT
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Threadneedle US Equity Income Fund Z Income GBP

Dreikönigstrasse 31a

London EC4N 6AG

Management Information
Diane Sobin,Lead Manager since November 1, 2011
Diane Sobin joined the Threadneedle in 2011 and has led the US Equities, EMEA team since 2014. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy and industrials sectors. Diane joined Columbia Management in 2001, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds. Diane was named in Financial News 100 Most Influential Women in European Finance in 2014. She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.
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

CategoryUS Large-Cap Value Equity
Fund FamilyThreadneedle Investment Services Ltd
Net AssetsN/A
YTD Return4.63%
Yield1.95%
Morningstar Rating★★★★★
Inception DateMay 20, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P00017VK5.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load3.00%N/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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