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Threadneedle American Extended Alpha

Ranked 27 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP 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.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.1%
2015 9.4% 5.0% -4.5% -3.0% 12.4%
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

31/12/2015

Top 10 Holdings

Stock Size
Alphabet Inc ORD 6.44
Visa Inc ORD 3.77
Microsoft Corp ORD 3.54
Facebook Inc ORD 3.11
Berkshire Hathaway Inc ORD 3.10
Avago Technologies Ltd ORD 3.00
MasterCard Inc ORD 2.92
Nike Inc ORD 2.73
Apple Inc ORD 2.69
Goldman Sachs Group Inc ORD 2.40
31/12/2015

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 size214Mn
  • Base currencyGBP
  • ISIN GB00B28B7B81

Purchase Info

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

Charges

  • Annual management1.50%
  • 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 the currency and currencies indicated).