Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Threadneedle UK Select Ret Net Inc GBX

Ranked 14 out of 15 in - UK (All Companies) over 12 months
All calculations are in CLP unless stated

Managed by

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 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 Chile View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2017
  • Rank 14/15 Total Return
  • Rank 14/15 Standard Deviation
  • Rank 15/15 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.4%
2016 -17.6% -9.5% -11.4% 3.4% -0.5%
2015 22.8% 4.8% 8.0% 2.2% 6.2%
2014 14.4% 5.9% 4.9% 2.9% 0.1%
2013 44.1% 3.4% 7.8% 11.8% 15.7%
2012 6.8% 3.6% -2.9% 3.4% 2.8%
2011 7.2% 4.5% 0.3% -5.9% 8.7%
2010 4.7% 2.5% -7.4% 5.2% 4.9%
2009 10.4% -15.9% 16.6% 19.0% -5.3%
2008 -34.8% -20.1% 20.9% -22.1% -13.4%
2007 7.3% 5.8% 6.4% -2.9% -1.8%
2006 40.9% 16.1% 7.3% 2.5% 10.4%
2005 -3.0% 4.4% -5.1% -1.8% -0.4%
2004 7.7% 12.8% 0.1% -5.7% 1.1%
2003 -1.4% 0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Imperial Brands PLC ORD 5.60
GlaxoSmithKline PLC ORD 5.54
British American Tobacco PLC ORD 5.04
Royal Dutch Shell Plc B ORD 4.91
Diageo PLC ORD 4.06
Prudential PLC ORD 3.39
St. James's Place PLC ORD 3.36
London Stock Exchange Group PLC ORD 3.30
AstraZeneca PLC ORD 3.20
Standard Chartered PLC ORD 3.17
31/03/2017

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 size241Mn
  • Base currencyGBP
  • ISIN GB0001530236

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.75

Related News

‘It’s as if Brexit never happened,’ says AA-rated manager

Colombia Threadneedle’s Mark Westwood has used the recent volatility to stock up on his favorite names.

Manager focus: alpha hunters in UK equity all-caps

VIDEO: In-depth insight into fund managers providing stand-out performance in a much-followed investment sector.    

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