Threadneedle (Lux) US Disciplined Core Equities Fund

The Threadneedle (Lux) US Disciplined Core Equities Fund provides investors with smart exposure to leading US large-cap companies within the S&P 500 index, as the time of purchase. It is based on an existing long-only strategy1 with a strong track record since 2009 and AuM of USD 15 billion2. The performance target of the fund is S&P 500 Index +150 bps (gross of fees) annualised over a period of 3 to 5 years with a target tracking error of (2-4%) and very competitive management fees compared to passive funds.

The Threadneedle (Lux) US Disciplined Core Equities Fund's investment process employs fundamentally-based, multi-factor, industry-specific quantitative models. This long-only fund strives to generate alpha through stock selection avoiding sector and beta risks by building a sector, and beta-neutral portfolio. The investment team has discretion to override the models as it deems necessary, for example on grounds of data quality, timing and liquidity issues.

Fund Profile