Threadneedle (Lux)-American Absolute Alpha IGH
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.
Amit Kumar
Amit Kumar is portfolio manager for the American Absolute Alpha Fund and the American Extended Alpha Fund at Columbia Threadneedle. He is also responsible for researching US companies across the consumer discretionary and technology sectors. Amit joined the company in 2014 as a senior portfolio analyst in the US Equities team. Before joining the company, Amit spent seven years with Artham Capital and Swiss Re Asset Management, where he worked as a research analyst. Prior to that, he spent nine years in the technology industry IBM, TCS and a number of tech start-up firms. Amit holds an MBA in Finance from Columbia Business School and a BSc in Technology from the Indian Institute of Technology. He also holds the Chartered Financial Analyst designation. Amit is also a published author whose work includes Short Selling: Finding Uncommon Short Ideas.
Objective
The American Absolute Alpha Portfolio seeks to achieve an absolute return. 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, and when determined appropriate, cash and Money Market Instruments. Secondarily, the Portfolio may invest in securities and derivatives related to corporate issuers headquartered outside North America.
Performance
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Rank 52/83 Total Return
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Rank 2/83 Standard Deviation
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Rank 3/83 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
50 | Melchior Sel Trust European Absolute Ret C | GBP | 1.8% |
51 | Liontrust GF European Strategic Equity C3 GBP Acc | GBP | 1.7% |
52 |
Lazard European Alternative C Dis GBP Hdg
Currency exposure is hedged Currency exposure is hedged |
GBP | 1.4% |
52 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | 1.4% |
52 | Janus Henderson European Absolute Return A Acc | GBP | 1.4% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
1 | BNY Mellon Absolute Return Equity R GBP Acc | GBP | 1.4 |
2 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | 1.8 |
3 | Jupiter JGF Global Absolute Return D GBP Acc HSC | GBP | 1.9 |
4 | Partners Group Global Value SICAV D (GBP) | GBP | 1.9 |
5 | St James's Place UK Absolute Return Acc | GBP | 1.9 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
1 | Partners Group Global Value SICAV D (GBP) | GBP | -0.3% |
2 | BNY Mellon Absolute Return Equity R GBP Acc | GBP | -0.5% |
3 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | -0.9% |
3 | BSF European Absolute Return D2 GBP | GBP | -0.9% |
5 | BlackRock European Absolute Alpha P Acc | GBP | -1.0% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -0.2% | ||||
2017 | 2.9% | 1.3% | 0.2% | 1.4% | -0.1% |
2016 | -2.8% | -3.2% | -1.1% | 1.5% | 0.0% |
2015 | 2.9% | 0.3% | 2.2% | -0.6% | 1.1% |
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
- Austria
- Belgium
- Finland
- France
- Germany
- Italy
- Luxembourg
- Netherlands
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date15/06/2010
- Share Class size02Mn
- Base currencyGBP
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ISIN LU0515765278 - Currency exposure is hedged
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.75%
- Initial investment0