Global Select Fund (Threadneedle)

The Global Select Fund (Threadneedle) aims to achieve capital growth by investing in a relatively concentrated portfolio of equities issued by companies worldwide.

Main features

  • An actively managed unit-linked fund.
  • The fund invests in a carefully selected concentrated portfolio of equities from companies worldwide.
  • Indicative equity exposure: 100% of the value of the fund.
  • Managed by Threadneedle Investments.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with high levels of risk and have a medium to long-term investment horizon.
  • Appeals to those wishing to invest in a select portfolio of global equities.

Find out if this fund is available for your product choice (PDF - 110 KB)

How it works

The objective of the Threadneedle Investments Global Select Fund is to achieve capital growth through investment in equities issued by companies worldwide. The portfolio may be concentrated geographically or with respect to stock and sector positions, which may lead to increased levels of volatility.The fund may also further invest in other securities (including fixed interest securities, other equities and money market securities).

As this fund invests some of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by Threadneedle Investments.


Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Threadneedle?

Threadneedle is an international asset manager offering a range of investment funds. Founded in 1994 and headquartered in London, Threadneedle is fully-owned by Ameriprise Financial, a publicly quoted investment company, which is listed on the NYSE. With a team of well over one hundred talented investment professionals, its expertise extends to equities, bonds and alternative investments.

Threadneedle has £92.8 billion* of assets under management and has a presence in sixteen countries: Australia, Austria, Denmark, France, Germany, Hong Kong, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, Singapore, UAE, the UK and the US.

*Source: Threadneedle, June 2014.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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