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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 51 out of 69 in - Long/Short Equity over 12 months
All calculations are in GBP

Managed by

Ashish Kochar

Neil Robson

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 : 31/12/2013 - 31/12/2014
  • Rank 51/69 Total Return
  • Rank 1/69 Standard Deviation
  • Rank 8/69 Max Drawdown
Fund Name Return
49 SWMC Small Cap European B GBP

0.1%
50 Majedie Tortoise A Acc

-0.3%
51 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

-0.7%
52 Jupiter Absolute Return Acc

-0.8%
53 TM Cartesian UK Enhanced Alpha A Acc

-0.9%
View full league table
Fund Name Risk
1 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

0.6
2 Aberdeen UK Flexible Strategy A Acc

0.6
3 Jupiter Absolute Return Acc

0.6
4 BNY Mellon Absolute Return Equity R GBP Acc

0.7
5 Threadneedle UK Absolute Alpha Ret Net Acc GBP

0.8
View full league table
Fund Name Loss
6 Henderson Gartmore UK Abs Rtn R GBP Acc

-1.4%
7 Henderson UK Absolute Return GBP A Acc

-1.7%
8 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

-1.8%
9 Jupiter Absolute Return Acc

-1.8%
10 AllianceBernstein-European Flexible Eq Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

-1.8%
View full league table

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
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 size16Mn
  • 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).