Managed by Threadneedle Investment Services Ltd.Part of Columbia Threadneedle Specialist Funds (UK) ICVC
Latest factsheet
Jul 2026
Fund size
–
Yearly charge
1.65%
Manager fee
–
Income yield
0.00%
Holdings
102
Launched
9 Jul 2008
The Fund aims to increase the value of your investment over the long term. It looks to outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed and seeks to gain at least 75% of its investment exposure to shares of companies worldwide. This exposure to company shares is achieved by taking both long and short equity positions. Long positions, which allow the Fund to profit from an increase in the share price of a company, are taken by investing in company shares directly, as well as indirectly using derivatives, and collective investment schemes (including funds managed by Columbia Threadneedle companies) when considered appropriate. Short positions, which allows the Fund to profit from the fall in the share price of a company, are taken using derivatives only.