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Threadneedle UK Retail Income GBP

Ranked 168 out of 255 in - UK (All Companies) 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.

Objective

The aim of the Fund is to achieve capital growth by investing principally in equities of companies domiciled in the UK, or which have significant UK operations. If desirable, the Fund may further invest in other securities (including fixed interest securities, other equities and money market securities).

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 168/255 Total Return
  • Rank 135/255 Standard Deviation
  • Rank 160/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 -12.6% -5.5% 8.1% -1.5% -13.1%
2017 10.4% 5.0% 2.5% 0.6% 1.9%
2016 12.5% 0.9% -0.9% 9.4% 2.9%
2015 5.7% 5.6% -0.3% -4.9% 5.6%
2014 2.9% 1.4% 0.2% -1.5% 2.9%
2013 25.3% 12.7% -0.7% 4.4% 7.2%
2012 16.3% 9.5% -3.6% 6.6% 3.2%
2011 -3.8% 1.3% 1.3% -13.9% 8.9%
2010 19.9% 8.4% -10.7% 14.1% 8.6%
2009 26.5% -7.5% 9.2% 20.9% 3.7%
2008 -28.6% -8.3% -1.2% -14.7% -7.6%
2007 9.9% 1.7% 4.5% -0.4% 3.8%
2006 14.3% 9.9% -2.7% 2.1% 4.7%
2005 21.0% 3.2% 4.2% 7.8% 4.3%
2004 12.0% 3.3% 0.6% 1.5% 6.1%
2003 17.0% -7.1% 13.4% 3.5% 7.3%
2002 -22.9% 2.9% -11.1% -17.8% 2.5%
2001 -10.2% -7.2% 1.2% -13.8% 11.0%
2000 -2.4% 0.2% -2.1% 0.4% -1.0%
1999 19.6% 8.0% 2.2% -3.8% 12.7%
1998 15.2% 17.5% 0.7% -14.1% 13.3%
1997 20.0% 5.1% 4.2% 11.5% -1.7%
1996 13.5% 4.0% 0.5% 5.1% 3.4%
1995 23.5% -1.6% 11.0% 6.6% 6.2%
1994 -1.0% 9.0% -11.2% 9.0% -6.1%
1993 13.6% 7.7% 0.4% 7.1% -1.9%
1992 11.5% 9.4% 4.9% -17.4% 17.7%
1991 24.4% 10.2% 6.5% 7.4% -1.2%
1990 -11.2% -1.4% 5.5% -11.7% -3.4%
1989 20.0% 9.7% 7.4% 7.8% -5.5%
1988 14.2% 15.4% 4.3% -4.6% -0.5%
1987 11.0% 23.3% 18.9% 10.8% -31.7%
1986 58.7% 18.5% 16.5% 8.7% 5.8%
1985 33.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/09/1985
  • Share Class size2,133Mn
  • Base currencyGBP
  • ISIN GB0001529782

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.75%

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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).