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Threadneedle: The IFAs’ view | Trustnet Skip to the content

Threadneedle: The IFAs’ view

23 March 2012

FE Trustnet asks four experts for their opinion on the strengths and weaknesses of the asset management giant.

By Lora Coventry,

Senior Reporter, FE Trustnet


Tim Cockerill, head of collectives research at Rowan Dartington

ALT_TAG"Threadneedle has got quite a range. We particularly like their US funds – both for small and large caps, and their UK Equity Income fund."

"They’ve got good funds which don’t take excessive risk, but aren’t too boring either. A lot of funds in this space are very dull, but the managers at Threadneedle pick out companies that give me the returns and risk levels I’m happy with."


Adrian Lowcock, senior investment adviser at Bestinvest

ALT_TAG "Threadneedle have a strong range of products in a number of sectors, in particular we like their commodities, equity income, European and bond capabilities."

"While the managers are guided by Threadneedle’s macroeconomic predictions, they are able to express their own views through stock selection. Threadneedle European Select is currently their best performer and their worst is the UK Corporate Bond fund, which has been average. The high yield bonds have had a tough 12 months but the longer-term performance is strong."


Patrick Connolly, head of communications at AWD Chase de Vere

ALT_TAG"We like the team-based approach adopted by Threadneedle and the culture of all managers working together with no 'stars'. We are looking for funds to provide consistent returns for clients rather than those that can shoot the lights out but can also suffer bigger losses."

"We use a wide range of Threadneedle funds for this purpose: American, American Select, UK Equity Income, UK Monthly Income, Global Equity, Global Select, Equity & Bond, Global Equity & Bond, Latin American and High Yield Bond. Most frequently we use the UK Equity Income fund."

"If there was one criticism of Threadneedle it is probably that they have too many funds and, while they are reasonably consistent in most areas, they should probably look to streamline their range."


Darius McDermott, managing director of Chelsea Financial

ALT_TAG "Threadneedle have a solid range of funds across most asset classes – none that are necessarily number-one in the sector but good, consistent performers which are never far away."

"We particularly like the UK Equity Alpha Income, European Smaller Companies and American Select funds. We're not so keen on the Asia fund, which was in our Red Zone last year."

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