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Threadneedle Ethical UK Equity Net Z Acc GBP

Ranked 123 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Sonal Sagar

Sonal Sagar is a fund manager on the UK equities team with responsibility for researching UK companies in the aerospace and defence, leisure, healthcare and life insurance sectors. She is co-manager of the Threadneedle Ethical UK Equity fund, as well as deputy portfolio manager on a number of institutional and core mandates, in addition to the Threadneedle UK Institutional fund. Prior to this, she worked at Jefferies International, latterly covering European aerospace and defence. Before Jefferies, she was at Nomura International as an analyst in equity capital Markets. She holds the Chartered Financial Analyst designation and a BSc in economics, politics and international studies from the University of Warwick.

James Thorne

James Thorne joined Columbia Threadneedle in 2010 as a portfolio manager in the UK equities team. He is manager of the Threadneedle UK Smaller Companies Fund, the Ethical UK Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund along with a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for chemicals and mid-cap industrials. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.

Objective

The investment objective of the Fund is to achieve a total return by way of income and capital growth by investing in companies that meet the ACDs criteria for responsible and ethical practices.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -7.0% -5.8% 10.0% -0.8% -9.6%
2017 14.0% 5.8% 6.3% 0.2% 1.1%
2016 6.7% -1.7% -2.5% 11.9% -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 8.84%
Prudential PLC ORD 6.14%
Unilever PLC ORD 5.91%
GBP Cash 5.80%
AstraZeneca PLC ORD 4.83%
Relx PLC ORD 4.73%
Legal & General Group PLC ORD 3.57%
BT Group PLC ORD 3.39%
Compass Group PLC ORD 3.35%
London Stock Exchange Group PLC ORD 2.97%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB00BZ21SS97

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75%

Related News

Investec launches sustainable fund for small cap star Evans

Citywire AA-rated Matt Evans has a background of ethical investing, having run Threadneedle's Ethical UK Equity fund.

Investec AM hires Columbia Threadneedle AA-rated small cap star

Matt Evans will become manager of Investec's UK Smaller Companies fund.

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