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Threadneedle UK Select Ret Net Inc GBX

Ranked 180 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Mark Westwood

Mark Westwood joined Columbia Threadneedle Investments in 2006 as a portfolio manager in the UK equities team. He manages the Threadneedle UK Select fund and co-manages the Threadneedle UK Absolute Alpha fund. He also has research responsibility for the mining and other financials sectors. He started his fund management career in 1998 with Legg Mason before moving to Morley in 2005. He graduated with a BSc in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research.

Objective

The Fund aims to grow, through a concentrated, actively managed portfolio. The select investment approach means that the Fund has 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. If the company considers it desirable, it 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 180/255 Total Return
  • Rank 139/255 Standard Deviation
  • Rank 174/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.0%
2018 -14.3% -6.5% 7.8% -1.7% -13.5%
2017 12.0% 5.4% 3.0% 0.2% 3.1%
2016 4.0% -1.7% -3.8% 6.9% 2.9%
2015 11.3% 7.1% -0.6% -2.8% 7.5%
2014 5.2% 0.4% 1.7% 0.6% 2.4%
2013 28.9% 12.4% 0.6% 5.3% 8.4%
2012 10.8% 7.2% -3.9% 6.3% 1.2%
2011 -2.7% -0.3% 2.4% -13.2% 9.8%
2010 17.0% 5.4% -10.1% 13.2% 9.0%
2009 23.5% -7.7% 11.2% 18.3% 1.7%
2008 -29.5% -8.8% 0.1% -16.8% -7.1%
2007 12.8% 4.3% 6.4% -1.4% 3.2%
2006 18.9% 12.0% -2.1% 1.9% 6.4%
2005 17.8% 0.7% 1.2% 9.0% 6.0%
2004 7.1% 5.5% -1.7% -1.5% 4.8%
2003 11.0% -7.3% 11.2% 3.9% 3.6%
2002 -21.7% 2.9% -11.2% -16.6% 2.6%
2001 -11.5% -8.5% 1.2% -14.2% 11.3%
2000 -3.5% 0.1% -3.1% 2.2% -2.7%
1999 28.2% 9.8% 2.9% -3.0% 17.0%
1998 9.0% 14.8% 2.3% -16.4% 11.0%
1997 19.5% 2.8% 1.3% 14.7% 0.1%
1996 17.5% 7.5% 0.5% 3.0% 5.6%
1995 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 6.88%
GlaxoSmithKline PLC ORD 6.31%
Tesco PLC ORD 5.27%
BP PLC ORD 4.69%
Relx PLC ORD 4.64%
Diageo PLC ORD 4.53%
British American Tobacco PLC ORD 4.40%
Legal & General Group PLC ORD 4.25%
Intermediate Capital Group PLC ORD 4.19%
BT Group PLC ORD 3.99%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date22/03/1934
  • Share Class size487Mn
  • Base currencyGBP
  • ISIN GB0001530236

Purchase Info

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

Charges

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

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