Threadneedle Investments (Threadneedle), a leading international asset manager, has today launched the Threadneedle Dynamic Real Return Fund to offer investors a multi-asset product which aims to deliver equity-like returns but with up to two-thirds of the volatility.

The long-only, unleveraged fund will take a ‘go anywhere’ approach and can invest across a range of asset classes including equities, fixed income, commodities, property, cash and alternative investments to provide a diversified portfolio. The Fund’s manager, Toby Nangle, will vary the Fund’s asset allocation to exploit pricing differences between asset classes whilst seeking to control volatility. The Fund targets equity-like returns over a three to five year investment horizon, broadly defined as CPI+4%. The Fund will, however, target volatility of up to only two-thirds that of equities over the cycle. Regardless of market conditions, it also aims to provide a positive return over a maximum period of 3 years.

Toby Nangle has 16 years’ investment experience and a proven track record in multiasset fund management. As Threadneedle’s Head of Multi-Asset Allocation, he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the Threadneedle asset allocation process.

Toby will be supported by Alex Lyle, Head of Managed Funds and the Asset Allocation Strategy group which, along with Toby and Alex, consists of five senior members of Threadneedle’s investment team: Mark Burgess (CIO), Leigh Harrison (Head of Equities), Jim Cielinski (Head of Fixed Income), William Davies (Head of Global Equities) and Matt Cobon (Head of Currency).

Toby Nangle, Head of Multi-Asset Allocation and manager of the Threadneedle Dynamic Real Return Fund, said: “This strategy aims to blend the best ideas from around the world to deliver equity-like returns for investors, but with controlled volatility. By taking a dynamic approach to asset allocation, and with the flexibility to invest in broad range of asset classes including commodities, property and cash, we expect to enhance risk-adjusted returns.

“As the future of the global economy remains uncertain, and unconventional measures are being used to manage liquidity, active multi-asset products can offer investors a more effective way to balance risk and return than traditional equity / bond funds.”

Gary Collins, Head of EMEA Sales, Wholesale at Threadneedle, said: “The Dynamic Real Return Fund should be used as a true ‘building block’ in a client’s portfolio as it provides the three benefits of capital appreciation, portfolio diversification and reduced volatility.

“Threadneedle has a strong asset allocation heritage, with around 40% of assets under management under some form of asset allocation mandate. This expertise is part of the blueprint behind our successful investment philosophy – looking across asset classes and using the knowledge of our whole investment team to gain a perspective advantage.”


For media enquiries please contact: 

Laura Cook
+44 20 7464 5650
Laura.Cook@Threadneedle.com 

Ella Tekdag
+44 20 7464 5082
Ella.Tekdag@Threadneedle.com 

 

Notes to Editors


About the Threadneedle Dynamic Real Return Fund

Structure: NURS OEIC
Target Return: The Fund targets equity-like returns over a three to five year investment horizon, broadly defined as CPI+4%
IMA Sector: IMA Targeted Absolute Return Sector
Annual Management Charge:
• Clean share class (available to retail and ISA investors via a number of leading platforms): 0.75%
• Institutional: 0.65% (min investment: £5,000,000)


About Toby Nangle
Threadneedle appointed Toby Nangle as Head of Multi-Asset Allocation in January 2012. He provides strategic and tactical input to the Threadneedle asset allocation process and, as well as managing the Threadneedle Dynamic Real Return Fund, also co-manages the Threadneedle (Lux) Multi Asset Target Alpha Fund and the Threadneedle (Lux) Global Asset Allocation Fund.
Prior to joining Threadneedle, Toby worked at Baring Asset Management, where he managed fixed income, multi-asset and unconstrained diversified growth funds. He was also a member of Barings’s Strategic Policy Group.



About Threadneedle Investments
Threadneedle is a leading international investment manager with a strong track record of outperformance across asset classes. We actively manage £84.0bn (as at 31 Mar 2013) of assets, investing on behalf of individuals, pension funds, insurers and corporations. We are the 4th largest UK retail fund manager¹ and the 8th largest
UK fund manager¹ by AUM. In Europe we rank in the top 40². Established in 1994 in London, Threadneedle has a presence in 16 countries.

Threadneedle's distinctive investment approach is based on creative thinking, sharing of ideas and rigorous debate. Our c.150 investment professionals invest across developed and emerging market equities, fixed income, commodities and UK property. As at 31 Mar 2013, 66% of Threadneedle funds outperformed over 1 year, 74% over 3 years and 83% over 5 years(3). In 2012, Threadneedle won over 100 prestigious fund management industry awards globally(4).

Threadneedle is owned by Ameriprise Financial (NYSE: AMP), a leading US diversified financial services company with US$708bn in assets under management and administration. As its international investment platform, Threadneedle provides Ameriprise and its retail and institutional clients with world class investment solutions.


1 UK IMA ranking, Feb 2013, see www.investmentfunds.org.uk
2 Europe ranking, Morningstar Feb 2013
3 All funds managed by Threadneedle, including segregated accounts/portfolios. The data does not include funds subadvised by third parties or guest funds on a Threadneedle platform. All figures are as at 31 Mar 2013, in GBP unless stated otherwise. Total value of funds outperforming their relevant benchmark expressed as a percentage of total assets under management. This information aims to demonstrate the overall performance capabilities of
Threadneedle’s asset management team. It is not intended to indicate the performance of individual funds or
products. Please refer to product specific documentation in relation to individual funds. The value of investments and any income is not guaranteed and can go down as well as up.
4 For details see: http://www.threadneedle.com/en/About-us/Awards/



Past performance is not a guide to future performance.
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