The aim of the Fund is to provide income with the potential to grow the amount you invested as well. The Fund invests at least two-thirds of its assets in shares of companies worldwide. The Fund makes active investment decisions.
Market Risk: The value of investments can fall as well as rise and investors might not get back the sum originally invested. Currency Risk: Where investments are made in assets that are denominated in multiple currencies changes in exchange rates may affect the value of the investments. Investor Currency Risk: Where investments in the fund are in currencies other than your own, changes in exchange rates may affect the value of your investments. High Volatility Risk: The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund's value is likely to fall and rise more frequently and pronounced than with other funds.
The global investment process
As with all funds in our equities range, the Threadneedle (Lux) Global Equity Income Fund adheres to a clear investment process, as outlined in the diagram below.
Portfolio construction is based on stock and sector selection, rather than by geographic allocation.This flexibility allows the manager greater freedom to select which companies he believes will perform strongly. Key factors that drive stock selection are:
- Higher than average dividend yield.
- Robust dividend cover.
- Good potential for dividend growth.
- Profitable business model, with a focus on free cash flow generation.
Jonathan Crown 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 been responsible
for several global portfolios since 2010. He 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
Jonathan has an MA (Hons) Degree in Economics from the University
of St Andrews.
View our Threadneedle (Lux) Global Equity Income Fund Factsheet.