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At a glance
¹ Please note that the performance target may not be attained. The performance target is gross of fees.
Reasons to invest
Proven capability in income generation
The fund benefits from the established income capabilities and skill sets of our equity and fixed income teams to target an attractive 5% yield.
Experienced multi asset team
The portfolio manager is supported by more than 20 investment experts, including an eightstrong Asset Allocation Strategy Group. The team is able to draw on the wider investment platform for macro insights, information and propriety research.
Diversification is embedded into the construction process, with a focus on providing strong risk-adjusted total returns. The ability to ‘look through’ a portfolio facilitates best-in-class portfolio risk management.
- Fund inception date:
18 September 2012
- Asset class weightings:
Fixed income: 40-60%
The portfolio mainly invests in direct investments, derivatives, ETFs and in-house funds
- Fund size
(as at 28.02.2018)
The Asset Allocation Strategy Group uses the output from three proprietary research groups to formulate its macroeconomic and thematic views, and defines the investment environment used to build asset allocation portfolios. This is combined with a valuation framework across all asset classes, and is used by the group to determine its preferred asset allocation and risk preferences, whilst prioritising the fund’s income objective.
Maya Bhandari joined the company in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company's asset allocation process.
Before joining the company, Maya spent over 10 years advising buy-side companies on their multi-asset strategies. Most recently, she was a strategist and director at Citigroup within the Global Macro Strategy & Asset Allocation team where she developed broad global macro themes and investment ideas across asset classes. She was also a member of the Citi Private Bank's Investment Committee, where she advised the private bank on their asset allocation decisions. Prior to that, she spent six years at Lombard Street Research, latterly as head of Emerging Markets Analysis, whilst also previously working as a senior economist and strategist. Maya started her career as an economist for the European Commission.
Maya holds an MA (First Class Honours) in Economics from Edinburgh University, and a MPhil in International Relations from Cambridge University.
Asset Allocation Update - May 2020
The Threadneedle (Lux) Global Multi Asset Income fund celebrates its 5-year anniversary
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