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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 47 out of 83 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

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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2016 - 31/03/2017
  • Rank 47/83 Total Return
  • Rank 3/83 Standard Deviation
  • Rank 6/83 Max Drawdown
Fund Name Currency Return
45 BSF Global Long/Short Equity D2RF GBP GBP

2.2%

46 Blackrock Global Long Short Equity X Acc GBP

2.2%

47 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

48 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

49 LM MC Euro Abs Alpha M (PF) GBP Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

Fund Name Currency Risk
1 DB Platinum Chilton Diversified I2C-G liq GBP

0.0

2 Artemis US Absolute Return I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

3 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

4 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

5 BNY Mellon Absolute Return Equity R GBP Acc GBP

2.7

Fund Name Currency Loss
5 DB Platinum Ivory Optimal I1C-G GBP

-0.9%

6 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

7 MLIS Fenician Eq Long Short UCITS GBP Mngmt Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

8 Henderson European Absolute Return Ret Acc GBP

-1.3%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.3%
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

  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 size38Mn
  • 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).