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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 43 out of 79 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.

Amit Kumar

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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 30/04/2015 - 30/04/2016
  • Rank 43/79 Total Return
  • Rank 17/79 Standard Deviation
  • Rank 25/79 Max Drawdown
Fund Name Currency Return
41 RWC US Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

42 Ardevora UK Equity A GBP

-0.7%

43 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

44 Man GLG Global Equity Alternative DN H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

45 Odey Giano European GBP Inc GBP

-1.6%

Fund Name Currency Risk
15 St James's Place UK Absolute Return Acc GBP

3.8

16 Ennismore European Smaller Companies GBP A GBP

3.8

17 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

18 Henderson HF Pan European Alpha I2 GBP H GBP

4.2

19 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.3

Fund Name Currency Loss
23 Jupiter Absolute Return Acc GBP

-3.5%

24 Verrazzano European Long-Short EI GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

25 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

26 Jupiter JGF Europa L GBP B Acc HSC GBP

-4.1%

27 Liontrust GF European Strategic Equity (C - GBP) GBP

-4.2%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2%
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

  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 size26Mn
  • Base currencyGBP
  • ISIN LU0515765278
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0

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