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Threadneedle American Extended Alpha

Ranked 3 out of 71 in - Long/Short Equity over 12 months
All calculations are in GBP

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.

Neil Robson

Neil Robson joined Columbia Threadneedle in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the Threadneedle American Extended Alpha Fund and the Threadneedle American Absolute Alpha Fund.Before joining Columbia Threadneedle, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009.Neil has an Economics degree from the University of Bristol.

Objective

The Fund aims to achieve above average capital growth. The Fund invests primarily in equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in markets other than in North America. Exposure to North American and other markets may be gained through both long and short positions.

Performance

Long/Short Equity over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 5.0%
2014 14.3% -2.9% 2.4% 8.0% 6.4%
2013 28.7% 17.3% 0.9% 0.4% 8.2%
2012 9.9% 9.1% -0.8% 3.9% -2.3%
2011 7.6% 4.2% 2.4% -9.4% 11.2%
2010 12.7% 10.1% -11.2% 1.9% 13.1%
2009 23.7% -3.2% 1.7% 17.4% 6.9%
2008 -7.3% -7.3% 1.0% -2.2% 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
USD Cash 6.09
Apple Inc ORD 3.85
Gilead Sciences Inc ORD 3.74
JPMorgan Chase & Co ORD 3.58
Google Inc CL A ORD 3.53
Microsoft Corp ORD 3.36
Pfizer Inc ORD 3.26
The Coca-Cola Co ORD 3.00
Comcast Corp ORD 2.72
Procter & Gamble Co ORD 2.49
30/09/2014

Registered For Sale In

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

Fund Info

  • Launch date22/10/2007
  • Share Class size256Mn
  • Base currencyGBP
  • ISIN GB00B28B7B81

Purchase Info

  • Min. initial investment2,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%
  • Initial investment3.75

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Threadneedle to launch US absolute return fund

Threadneedle is in the early stages of developing a new Ucits III long/short US equity fund for Stephen Moore.

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