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Threadneedle UK Equity Alpha

Ranked 26 out of 111 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 investment objective of the Fund is to achieve a reasonable and growing income with the prospects of capital growth from a concentrated portfolio of UK equities.The ACDs investment policy is to invest the assets of the Fund in a concentrated portfolio of predominantly UK equities. The Alpha Income investment approach is a highly focused management style, which gives the ACD the flexibility to take significant stock and sector positions, which may lead to increased levels of volatility. The portfolio will consist primarily of equities of companies domiciled in the UK, or which have significant UK operations.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -6.0% -5.5% 11.8% -0.8% -10.3%
2017 2.3% 2.4% 2.1% -0.3% -1.8%
2016 13.2% 1.1% 0.1% 7.2% 4.4%
2015 2.5% 6.4% -3.0% -3.8% 3.2%
2014 6.0% 1.7% 2.1% 0.1% 2.0%
2013 30.7% 11.0% 3.3% 8.9% 4.7%
2012 18.9% 8.2% -2.0% 7.4% 4.4%
2011 1.9% 2.6% 3.0% -9.7% 6.8%
2010 16.0% 5.9% -8.7% 11.3% 7.8%
2009 13.7% -11.1% 6.8% 19.2% 0.5%
2008 -22.6% -9.2% -3.0% -6.1% -6.4%
2007 7.9% 1.6% 3.8% -1.9% 4.3%
2006 5.5% 9.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 8.52%
Imperial Brands PLC ORD 5.80%
GlaxoSmithKline PLC ORD 5.72%
Phoenix Group Holdings ORD 5.40%
WM Morrison Supermarkets PLC ORD 4.78%
Electrocomponents PLC ORD 4.57%
Pearson PLC ORD 4.27%
Legal & General Group PLC ORD 4.18%
Rentokil Initial PLC ORD 3.91%
RSA Insurance Group PLC ORD 3.85%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date08/05/2006
  • Share Class size368Mn
  • Base currencyGBP
  • ISIN GB00B12WJY78

Purchase Info

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

Charges

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

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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).