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Threadneedle (Lux)-American Absolute Alpha IGH

Ranked 51 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 : 31/12/2014 - 31/12/2015
  • Rank 51/79 Total Return
  • Rank 5/79 Standard Deviation
  • Rank 15/79 Max Drawdown
Fund Name Currency Return
49 TM Sanditon UK Select A Acc GBP

3.3%

50 Henderson European Absolute Return Ret Acc GBP

2.9%

51 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9%

52 BNY Mellon Absolute Return Equity R GBP Acc GBP

2.8%

53 Schroder GAIA Egerton Equity A Dis GBP GBP

2.6%

Fund Name Currency Loss
13 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

14 RWC US Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

15 BlackRock UK Absolute Alpha A Acc GBP

-1.4%

15 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

17 Henderson UK Absolute Return GBP A Acc GBP

-1.5%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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).