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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 52 out of 85 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 : 31/10/2015 - 31/10/2016
  • Rank 52/85 Total Return
  • Rank 9/85 Standard Deviation
  • Rank 32/85 Max Drawdown
Fund Name Currency Return
50 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

51 Schroder European Equity Abs Return P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

52 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

53 Henderson HF Pan European Alpha I2 GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

54 Henderson European Absolute Return Ret Acc GBP

-3.4%

Fund Name Currency Risk
8 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9

9 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

10 Henderson Gartmore UK Abs Rtn R GBP Acc GBP

3.2

11 Henderson UK Absolute Return GBP A Acc GBP

3.2

Fund Name Currency Loss
30 Henderson European Absolute Return Ret Acc GBP

-4.0%

31 Artemis Pan European Absolute Return I GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.1%

32 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.2%

33 Threadneedle UK Extended Alpha INA GBX GBP

-4.3%

33 TM Cartesian UK Absolute Alpha B Acc GBP

-4.3%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2% -1.1% 1.5%
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. Hong Kong
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date15/06/2010
  • Share Class size35Mn
  • 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).