Mixed funds
Our Mixed Funds are widely diversified across a broad range of
assets. Different asset classes respond differently to changes in
the economic and business cycle, hence the investment returns from
one asset class tend to be uncorrelated with those of other asset
classes. By investing in a mix of asset classes and reviewing and
changing the weightings in a measured way, the fund managers aim to
achieve a positive investment return over the economic cycle with
lower risk.
A mixed fund may comprise any of the following asset classes:
equities, fixed income securities, and alternatives including
property funds, commodity funds or exchange traded securities,
hedge funds and structured credit.
Mark Burgess joined Threadneedle in November 2010 and took over
as the company's Chief Investment Officer in January 2011. In
this role, he is responsible for continuing Threadneedle's strong
performance track record across all asset classes. He also
chairs the company's Asset Allocation Committee and sits on the
Executive Board.
Prior to joining Threadneedle, Mark was Head of Equities at Legal
& General Investment management, where he developed the
company's strategy of focusing on high alpha, high conviction
investing. This strategy led to a turnaround in investment
performance and the retail funds winning a number of awards.
He also oversaw the introduction of a number of long/short hedge
funds and UCITS III strategies. Before joining LGIM, Mark
held senior roles at Morgan Grenfell Asset Management and Deutsche
Asset Management.
He gained a degree in Economics and Philosophy from Keele
University and is an associate of the Institute of Investment
Management and Research.
In 1980, Alex Lyle joined Hambros Bank's* unit trust division,
which was acquired by Allied Dunbar † in 1981 and subsequently
became part of Threadneedle in 1994.
He managed UK equity portfolios for more than 20 years.
In December 1999, he was appointed Joint Head of Threadneedle's Pan
European Equity team.
In May 2003, Alex was appointed Head of Managed Funds.
In this role he takes responsibility for a large number of our
managed funds, joins the Asset Allocation Committee and is a key
investment contact between Threadneedle and some of our major
clients.
Alex graduated from Oxford University with a degree in
geography.
* Hambros Bank was acquired by Allied Dunbar in 1981
† Allied Dunbar Asset Management became part of Threadneedle in
1994
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