Global Select (Columbia Threadneedle)

The Global Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing in equities issued by companies worldwide. The 'Select' investment approach means that the fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. The fund has a concentrated portfolio which leads to increased levels of stock specific risk. The fund may invest in fixed interest securities and money market instruments, when deemed appropriate. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. This fund is managed by Columbia Threadneedle.

Current Fund Price* (as at 29/04/2021)

Type
Price
Bid
1.061
Offer
1.116

Asset Split**

56% Bonds
29% Cash
14% Equity
1% Property

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 quarterly.

ESGA
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.