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Threadneedle Monthly Extra Income Ret Net Inc GBX

Ranked 220 out of 255 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Colwell

Richard Colwell was born in Stafford, and attended Bangor University where he obtained a degree in Banking & Finance. Richard started his career at the Bank of England in 1990 and joined B2W in 1994. In late 1994 he joined Schroder Investment Management, and in 2002 he moved to Credit Suisse Asset management before joining Aviva Investors in 2007 where he ran the Aviva Investors UK Income & Growth fund. In 2010 Richard joined Columbia Threadneedle and runs the Threadneedle Managed Income, Monthly Extra Income, UK Growth & Income and UK Overseas Earnings funds. He holds the IIMR from the Chartered Institute of Bankers and is an associate member of the UKSIP and a member of the Association of Chartered Institute of Banks (CIB). Outside of fund management, he enjoys rugby, football and music.

Alasdair Ross

Alasdair Ross was born in 1978 in London. He joined Columbia Threadneedle in 2003 as an investment analyst. Prior to this, he was on the commercial graduate programme at BP plc. Alasdair earned his degree in Politics, Philosophy and Economics from Oxford University and is a Chartered Financial Analyst and holds memberships of UKSIP and the CFA Institute. Outside of fund management his interests include golf, tennis, soccer, chess and reading.

Objective

The fund aims to achieve a high level of monthly income with prospects for capital growth. The portfolio will invest primarily in sterling denominated fixed interest securities and UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 6.6% 3.9% 2.7% -0.2% 0.0%
2016 12.6% 1.4% 1.5% 8.0% 1.4%
2015 3.8% 5.7% -2.8% -2.4% 3.5%
2014 7.1% 1.5% 1.7% -0.1% 3.8%
2013 23.0% 9.5% 1.4% 5.8% 4.7%
2012 17.6% 8.1% -1.5% 6.5% 3.7%
2011 2.6% 2.6% 3.3% -8.8% 6.1%
2010 14.9% 5.8% -6.0% 10.2% 4.8%
2009 18.8% -11.3% 10.7% 18.0% 2.6%
2008 -21.4% -8.6% -1.1% -7.5% -6.1%
2007 5.2% 3.1% 1.5% -1.5% 2.1%
2006 16.2% 5.8% -1.4% 4.5% 6.6%
2005 17.3% 1.9% 4.9% 5.4% 4.1%
2004 13.0% 1.8% 1.5% 2.7% 6.6%
2003 12.6% -3.9% 9.2% 2.5% 4.7%
2002 -9.6% 2.6% -4.9% -9.1% 1.9%
2001 -3.4% -3.7% 2.4% -7.6% 6.1%
2000 3.4% -1.6% 0.9% 1.6% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. United Kingdom

Fund Info

  • Launch date04/10/1999
  • Share Class size356Mn
  • Base currencyGBP
  • ISIN GB0008370826

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).