Threadneedle (Lux)-UK Equity Income AG

Ranked 77 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Richard Colwell

Richard Colwell is a portfolio manager and head of UK equities at Columbia Threadneedle Investments. He manages the Threadneedle UK Growth & Income fund, Threadneedle UK Equity Income fund and the Threadneedle UK Equity Alpha Income fund. He also co-manages the Threadneedle Monthly Extra Income fund and has research responsibility across all sectors. Before joining the company, he ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders.

Objective

The objective of the Portfolio is to achieve an income at least in line with the equity market of the United Kingdom combined with sound prospects for capital growth. The Portfolio will principally invest in the equity securities of companies domiciled in the United Kingdom or exercising a predominant part of their activity in the United Kingdom. The Net Asset Value of the Portfolio shall be expressed in GBP and investment decisions will be made from a GBP perspective.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -7.6% -5.8% 11.6% -1.1% -11.2%
2017 6.2% 3.5% 2.6% 0.9% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date05/10/2016
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU1495961192

Purchase Info

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

Charges

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

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