Threadneedle (Lux)-American Absolute Alpha IGH
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.
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.
Performance
-
Rank 46/75 Total Return
-
Rank 8/75 Standard Deviation
-
Rank 29/75 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 44 | Jupiter JGF Europa L GBP B Acc HSC | GBP | -2.3% |
| 45 |
Schroder ISF European Eq Absolute Ret GBPH C Acc
Currency exposure is hedged Currency exposure is hedged |
GBP | -2.5% |
| 46 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | -2.5% |
| 47 | Henderson HF Pan European Alpha I2 GBP H | GBP | -2.6% |
| 48 |
RWC US Absolute Alpha A GBP
Currency exposure is hedged Currency exposure is hedged |
GBP | -2.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 6 | Henderson HF Pan European Alpha I2 GBP H | GBP | 2.6 |
| 7 | Henderson European Absolute Return Ret Acc | GBP | 2.6 |
| 8 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | 3.0 |
| 9 |
Schroder ISF European Alpha Abs Return GBPH C Acc
Currency exposure is hedged Currency exposure is hedged |
GBP | 3.1 |
| 10 | BSF European Absolute Return D2RF GBP | GBP | 3.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 27 | Liontrust GF European Strategic Equity (C3 - GBP) | GBP | -3.9% |
| 28 |
Artemis Pan European Absolute Return I GBP Hgd Acc
Currency exposure is hedged Currency exposure is hedged |
GBP | -4.1% |
| 29 |
Threadneedle (Lux)-American Absolute Alpha IGH
Currency exposure is hedged Currency exposure is hedged |
GBP | -4.2% |
| 30 | Threadneedle UK Extended Alpha INA GBX | GBP | -4.3% |
| 30 | TM Cartesian UK Absolute Alpha B Acc | GBP | -4.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | -3.2% | -1.1% | |||
| 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
- Austria
- Belgium
- Finland
- France
- Germany
- Hong Kong
- Italy
- Luxembourg
- Netherlands
- Portugal
- Spain
- Sweden
- Switzerland
- 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