Managed by Toby Nangle with assistance from Alex Lyle, the Threadneedle Dynamic Real Return Fund will hold a diversified portfolio, with asset allocation varied according to pricing differences.
It will target equity-like returns over three to five years, and volatility of around two-thirds of equities over the cycle.
It also aims to achieve a positive return over three years, regardess of market conditions.
Nangle is head of multi-asset allocation at Threadneedle, managing a range of portfolios and providing strategic and tactical input to the asset allocation process.
Nangle 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.”
Yesterday we reported former LGIM small cap star Matthew Evans had joined Threadneedle as part of the latter’s expansion of its equities team.
