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Threadneedle UK Absolute Alpha Ret Net Acc EUR

Ranked 145 out of 173 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. It seeks to principally invest in: equity securities, or equity related derivatives, of corporate issuers headquartered in the United Kingdom (or corporate issuers who exercise a predominate 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 issuer headquartered outside the United Kingdom. The Fund's exposure to any equities may be gained through long and short positions.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 145/173 Total Return
  • Rank 134/173 Standard Deviation
  • Rank 160/173 Max Drawdown
Fund Name Currency Return
143 Danske Invest SICAV - Europe Absolute A EUR

-3.6%

143 Fonditalia Flexible Emerging Markets - R EUR

-3.6%

145 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

-3.7%

146 Candriam Dynamix Syst Long Short Equity I Cap EUR EUR

-3.9%

147 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 0.0% 2.3% -1.4% -0.8% -0.1%
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).