Threadneedle has launched the Threadneedle Enhanced Commodities Fund, which will provide investors with an opportunity to invest in an actively managed long-only Ucits III fund with exposure across the commodity spectrum.
David Donora, manager of the new fund, says: “Threadneedle’s fundamentally driven investment model provides an ideal platform from which to operate this actively managed commodities fund. It is philosophically consistent with our approach of independent thinking and disciplined decision making that aims to achieve significant outperformance over passive commodity investing.
“Because the commodity markets are always evolving I believe the way forward in generating superior returns over the long term is through skilled and experienced active management. Delivering our macro and fundamentally based investment process in a Ucits III structure makes this fund a real alternative to index tracking in long-only commodity investment.
“Over the next decade, I expect the nominal investment in commodities to exceed a trillion dollars. This will be driven by price appreciation, a broadening of investable commodities and more investors getting on board. Owning commodities is an excellent way for investors to participate in the growth of emerging markets.”