Threadneedle UK Absolute Alpha Ret Net Acc GBP

Ranked 45 out of 78 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Chris Kinder

Chris Kinder joined Columbia Threadneedle Investments in 2010 as a portfolio manager in the UK equities team. His main responsibilities are the management of the Threadneedle UK fund, the Threadneedle UK Extended Alpha fund, and co-management of the Threadneedle UK Absolute Alpha fund. He also has research responsibility for the housebuilders, retail, media and oil services sectors. Before joining the company, he was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis.

Mark Westwood

Mark Westwood joined Columbia Threadneedle Investments in 2006 as a portfolio manager in the UK equities team. He manages the Threadneedle UK Select fund and co-manages the Threadneedle UK Absolute Alpha fund. He also has research responsibility for the mining and other financials sectors. He started his fund management career in 1998 with Legg Mason before moving to Morley in 2005. He graduated with a BSc in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research.

Objective

The investment objective of the UK Absolute Alpha Fund is to achieve an absolute return, irrespective of market conditions, over the long term. It seeks to principally invest in: equity securities, or equity related derivatives, of corporate issuers headquartered in the United Kingdom (or corporate issuers who exercise a predominate part of their activity in the United Kingdom) fixed interest securities cash, or money market instruments. If the ACD considers it desirable, the ACD may invest in securities and derivatives related to corporate issuer headquartered outside the United Kingdom. The Fund's exposure to any equities may be gained through long and short positions.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/05/2018 - 31/05/2019
  • Rank 45/78 Total Return
  • Rank 16/78 Standard Deviation
  • Rank 32/78 Max Drawdown
Fund Name Currency Return
43 LF Odey Absolute Return GBP Ret Acc GBP

-2.7%

44 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.7%

45 Threadneedle UK Absolute Alpha Ret Net Acc GBP GBP

-2.8%

46 Jupiter Global Absolute Return D GBP Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

47 Man Alternative Style Risk Premia I H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

Fund Name Currency Loss
30 Pictet TR - Atlas I GBP GBP

-5.8%

31 Schroder European Equity Abs Return P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.8%

32 Threadneedle UK Absolute Alpha Ret Net Acc GBP GBP

-5.9%

33 Schroder UK Dynamic Abs Return P1 Acc GBP

-6.1%

34 GAM Star Alpha Technology Z GBP GBP

-6.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.1%
2018 -6.5% -2.7% 1.8% -1.1% -4.6%
2017 3.3% 2.2% 1.0% -0.3% 0.4%
2016 -4.8% -1.3% -4.3% 0.6% 0.2%
2015 6.9% 2.6% -0.1% 1.2% 3.0%
2014 5.2% 0.4% 1.4% 1.7% 1.6%
2013 10.6% 4.1% 1.2% 1.7% 3.3%
2012 2.4% 0.9% -0.6% 1.8% 0.4%
2011 3.8% 0.9% 1.6% -3.0% 4.5%
2010 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
GBP Cash 20.84%
United Kingdom 0.000% 13-May-2019 7.22%
United Kingdom 0.000% 07-May-2019 4.80%
GlaxoSmithKline PLC ORD 3.47%
Tesco PLC ORD 3.43%
Royal Dutch Shell Plc B ORD 3.27%
Diageo PLC ORD 3.12%
London Stock Exchange Group PLC ORD 2.75%
United Kingdom 0.000% 17-Jun-2019 2.72%
Derwent London PLC ORD 2.64%
30/04/2019

Registered For Sale In

  1. Denmark
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size286Mn
  • Base currencyGBP
  • ISIN GB00B518L045

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).