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Threadneedle American Extended Alpha

Ranked 2 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Ashish Kochar

Ashish Kochar is a portfolio manager for the Threadneedle Global Extended Alpha, American Extended Alpha, American Absolute Alpha and American Select funds. He also is responsible for consumer sector research. He joined the company in 2008 as a senior portfolio analyst within the US equities team and subsequently joined the global equities team in 2010. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. He holds an MBA from Mason School of Business, The College of William and Mary.

Objective

The Fund aims to achieve above average capital growth.The Fund invests primarily in equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in markets other than in North America.Exposure to North American and other markets may be gained through both long and short positions.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2018 - 31/03/2019
  • Rank 2/80 Total Return
  • Rank 75/80 Standard Deviation
  • Rank 65/80 Max Drawdown
Fund Name Currency Return
1 Odey Swan I GBP GBP

19.3%

2 Threadneedle American Extended Alpha GBP Ret Net A GBP

15.8%

3 Melchior Sel Trust Europ Enh Abs Ret I7 GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

11.0%

4 Threadneedle (Lux)-Pan European Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

10.8%

5 GAM Star Alpha Technology Z GBP GBP

10.1%

Fund Name Currency Risk
73 GAM Star Global Selector GBP Acc GBP

16.8

74 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

16.8

75 Threadneedle American Extended Alpha GBP Ret Net A GBP

17.1

76 SWMC European B GBP GBP

18.1

77 Polar Capital UK Absolute Equity R GBP GBP

19.4

Fund Name Currency Loss
63 Jupiter Europa L GBP B Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.2%

64 LM MC Japan Abs Alpha M (PF) GBP Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.1%

65 Threadneedle American Extended Alpha GBP Ret Net A GBP

-12.9%

66 Threadneedle UK Extended Alpha INA GBX GBP

-12.9%

67 Pictet-Japanese Equity Opportunities-I GBP GBP

-14.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 0.4% -4.7% 10.9% 8.5% -12.4%
2017 15.2% 5.4% -0.8% 2.8% 7.2%
2016 27.3% -1.1% 5.2% 10.6% 10.6%
2015 9.4% 5.0% -4.5% -3.0% 12.4%
2014 14.3% -2.9% 2.4% 8.0% 6.4%
2013 28.7% 17.3% 0.9% 0.4% 8.2%
2012 9.9% 9.1% -0.8% 3.9% -2.3%
2011 7.6% 4.2% 2.4% -9.4% 11.2%
2010 12.7% 10.1% -11.2% 1.9% 13.1%
2009 23.7% -3.2% 1.7% 17.4% 6.9%
2008 -7.3% -7.3% 1.0% -2.2% 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 15.73%
Alphabet Inc ORD 8.07%
Berkshire Hathaway Inc ORD 7.57%
Microsoft Corp ORD 6.60%
JPMorgan Chase & Co ORD 4.14%
Visa Inc ORD 4.06%
Facebook Inc ORD 4.02%
Amazon.com Inc ORD 3.46%
Lam Research Corp ORD 3.42%
Bank of America Corp ORD 3.32%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Share Class size70Mn
  • Base currencyGBP
  • ISIN GB00B28B7B81

Purchase Info

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

Charges

  • Annual management1.50%

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