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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 58 out of 75 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 American Absolute Alpha Portfolio seeks To achieve an absolute return, with lower volatility than a broad equity market index such as the S&P 500 Index. 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. Secondarily, the Portfolio may invest in securities and derivatives related to corporate issuers headquartered outside North America.

Performance

Long/Short Equity over : 31/07/2014 - 31/07/2015
  • Rank 58/75 Total Return
  • Rank 2/75 Standard Deviation
  • Rank 8/75 Max Drawdown
Fund Name Return
56 GLG Global Equity Alternative DN H GBP

Currency exposure is hedged

Currency exposure is hedged

3.8%

57 Odey Swan I GBP

3.8%

58 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

3.7%

59 BNY Mellon Absolute Return Equity R GBP Acc

3.3%

60 RWC Europe Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

2.8%

60 AllianceBernstein-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

2.8%

Fund Name Loss
6 Jupiter JGF Europa L GBP B Acc HSC

-0.6%

6 MW TOPS UCITS A GBP

-0.6%

8 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

-0.7%

9 Smith & Williamson Enterprise A

-0.7%

10 Schroder GAIA Sirios US Equity GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

-0.9%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 0.3% 2.2%
2014 -0.7% -1.6% 0.1% 1.0% -0.1%
2013 5.4% 0.8% 0.1% 2.4% 2.0%
2012 5.3% 3.3% 0.7% 0.9% 0.3%
2011 4.5% 1.6% 2.0% 0.1% 0.6%
2010 -0.6% 2.6%

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. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date15/06/2010
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN LU0515765278
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

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