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Threadneedle (Lux)-American Absolute Alpha AEH

Ranked 121 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Amit Kumar

Amit Kumar is portfolio manager for the American Absolute Alpha Fund and the American Extended Alpha Fund at Columbia Threadneedle. He is also responsible for researching US companies across the consumer discretionary and technology sectors. Amit joined the company in 2014 as a senior portfolio analyst in the US Equities team. Before joining the company, Amit spent seven years with Artham Capital and Swiss Re Asset Management, where he worked as a research analyst. Prior to that, he spent nine years in the technology industry IBM, TCS and a number of tech start-up firms. Amit holds an MBA in Finance from Columbia Business School and a BSc in Technology from the Indian Institute of Technology. He also holds the Chartered Financial Analyst designation. Amit is also a published author whose work includes Short Selling: Finding Uncommon Short Ideas.

Objective

The American Absolute Alpha Portfolio seeks to achieve an absolute return. The Portfolio will principally invest in equity securities and equity related derivative contracts of corporate issuers headquartered in North America or exercising a predominant part of their activity in North America, and when determined appropriate, cash and Money Market Instruments. Secondarily, the Portfolio may invest in securities and derivatives related to corporate issuers headquartered outside North America.

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Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 121/183 Total Return
  • Rank 6/183 Standard Deviation
  • Rank 27/183 Max Drawdown
Fund Name Currency Return
119 Anima Star Italia Alto Potenziale A EUR

1.7%

120 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6%

121 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6%

122 Verrazzano European Focus EUR EI R V EUR

1.5%

123 ABN AMRO Total Return Global Equities C EUR

1.4%

Fund Name Currency Risk
4 Lutetia Absolute Return IC

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

5 Jupiter JGF Global Absolute Return I Cap EUR EUR

1.2

6 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

7 Blue Rock A EUR

1.7

8 FundLogic Glbl Eq Risk Premia L/S UCITS A Acc EUR EUR

1.8

Fund Name Currency Loss
25 Fonditalia Flexible Italy - R EUR

-0.7%

26 BSF Global Long/Short Equity D2 EUR EUR

-0.8%

27 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

28 DB Platinum Chilton Diversified R1C-E EUR

-0.9%

29 Quantology Smart I EUR

-0.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 0.9% 0.3% 0.9% -0.5%
2016 -4.6% -3.5% -1.5% 0.9% -0.6%
2015 2.0% -0.1% 2.3% -1.1% 0.8%
2014 -2.0% -2.2% -0.1% 0.9% -0.5%
2013 4.3% 0.6% -0.3% 2.2% 1.8%
2012 4.3% 3.0% 0.6% 0.6% 0.0%
2011 3.9% 1.5% 1.9% 0.1% 0.3%
2010 -0.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date15/06/2010
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0515763810
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

(Update) Threadneedle's US equity head quits to join boutique

Veteran US investor to leave the London based firm with several portfolio manager changes taking place.

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