Threadneedle
Fund Management
Threadneedle Investments Fund Management
Threadneedle
Investments offer a Fund Range which covers the major world
markets and asset classes. These funds use the same philosophy,
research and active investment processes that Threadneedle
Investments use for segregated accounts.
Their
pooled funds enable smaller schemes to implement single or
multi-asset class strategies while sharing the trading, custody
and other costs of running portfolios with other clients.
Threadneedle
Investments - Pooled Pension Funds at a glance
- Available
to approved and exempt approved occupational pension schemes
- Funds
are single priced using a mid-day valuation point.
- Dealing
orders received by 11am are processed the same day. Prices
are normally available by 5pm
- The
funds benefit from gross roll up of income and capital gains
which alleviate the need for Trustees to manage tax reclaims
- In
specie transfers of UK equities are not subject to stamp
duty
- No
VAT for clients on fees and charges
For
more adventurous funds...
Threadneedle
Investments pooled pension fund range is complemented by more
adventurous funds which are available through a UK authorised
OEIC umbrella vehicle.
For
further information on Threadneedle Investments Fund Management
visit the Threadneedle Investments website.
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