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Threadneedle UK Absolute Alpha Ret Net Acc EUR

Ranked 173 out of 181 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

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.

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Performance

Long/Short Equity over : 31/05/2016 - 31/05/2017
  • Rank 173/181 Total Return
  • Rank 172/181 Standard Deviation
  • Rank 176/181 Max Drawdown
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%

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

  1. Denmark
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. 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%

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