Threadneedle UK Absolute Alpha Ret Net Acc EUR
Managed by
Chris Kinder
Based in London, Chris Kinder joined Columbia Threadneedle's UK high alpha team in February 2010. He co-manages the Threadneedle UK Absolute Alpha Fund and the Threadneedle UK Crescendo Fund and runs a number of high alpha mandates. Prior to joining Threadneedle he worked at RWC Partners. Kinder is a member of ICAEW (Institute of Chartered Accountants in England and Wales) and is a CFA Charterholder. He studied modern languages at Durham University and outside of work he enjoys tennis, rugby, soccer and skiing.
Mark Westwood
Dr. Mark Westwood was groomed to be a material scientist and earned his title after gaining a BSc (Hons) and a PhD in the field from Manchester University. Born in November 1972, Westwood entered the fund management world in 1998 as the assistant manager on the LeggMason Investors UK Growth fund and was given sole responsibility for the fund in March 2000. He left Legg Mason in 2005 and later joined Columbia Threadneedle, where he currently manages the Threadneedle UK Select Fund.
Objective
The investment objective of the UK Absolute Alpha Fund is to achieve an absolute return, irrespective of market conditions, over the long term. The ACD's investment policy is to principally invest in: equity securities, or equity related derivatives, of corporate issuers headquartered in the United Kingdom (or corporate issuers who exercise a predominant part of their activity in the United Kingdom) fixed interest securities, cash, or money market instruments. If the ACD considers it desirable, the ACD may invest in securities and derivatives related to corporate issuers headquartered outside the United Kingdom. The Fund's exposure to any equities may be gained through long and short positions.
Performance
-
Rank 173/181 Total Return
-
Rank 172/181 Standard Deviation
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Rank 176/181 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 171 | Odey Giano European R EUR Acc | EUR | -11.6% |
| 172 | Rivoli Equity Fund | EUR | -12.3% |
| 173 | Threadneedle UK Absolute Alpha Ret Net Acc EUR | EUR | -12.7% |
| 174 | Melchior Sel Trust European Absolute Ret I1 | EUR | -12.8% |
| 175 | UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a | EUR | -12.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 170 | BANOR SICAV North America Long Short Equity R EUR | EUR | 14.6 |
| 171 | Polar Capital UK Absolute Equity I EUR | EUR | 14.8 |
| 172 | Threadneedle UK Absolute Alpha Ret Net Acc EUR | EUR | 14.9 |
| 173 | Alken Fund - Absolute Return Europe-H | EUR | 16.0 |
| 174 | PE-Invest 2 | EUR | 16.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 174 | Rivoli International Fund E | EUR | -18.0% |
| 175 | FP Argonaut Absolute Return EUR A Acc | EUR | -18.9% |
| 176 | Threadneedle UK Absolute Alpha Ret Net Acc EUR | EUR | -19.0% |
| 177 |
CF Odey Absolute Return EUR Hgd Inst Acc
Currency exposure is hedged Currency exposure is hedged |
EUR | -19.2% |
| 178 | Hector SICAV Campsor Long Short Eq B EUR Cap | EUR | -20.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 2.3% | ||||
| 2016 | -18.4% | -8.1% | -8.5% | -3.5% | 0.5% |
| 2015 | 13.2% | 10.1% | 1.9% | -2.4% | 3.4% |
| 2014 | 12.5% | 0.9% | 4.9% | 4.7% | 1.5% |
| 2013 | 8.2% | 0.2% | 0.0% | 4.4% | 3.5% |
| 2012 | 5.2% | 1.4% | 2.7% | 2.8% | -1.7% |
| 2011 | 6.9% | -1.4% | -0.9% | 1.3% | 8.0% |
| 2010 | 4.4% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Denmark
- France
- Germany
- Italy
- Luxembourg
- Netherlands
- Spain
- Switzerland
- United Kingdom
Fund Info
- Launch date30/09/2010
- Base currencyEUR
-
ISIN GB00B53CDN14
Purchase Info
- Min. initial investment2,500
- Min. regular additional investment0
Charges
- Annual management1.50%