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Threadneedle UK Equity Alpha

Ranked 34 out of 107 in - UK Equity Income 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.

Objective

The investment objective of the UK Equity Alpha Income Fund is to achieve a reasonable and growing income with the prospects of capital growth from a concentrated portfolio of UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.1% 0.1%
2015 2.5% 6.4% -3.0% -3.8% 3.2%
2014 6.0% 1.7% 2.1% 0.1% 2.0%
2013 30.7% 11.0% 3.3% 8.9% 4.7%
2012 18.9% 8.2% -2.0% 7.4% 4.4%
2011 1.9% 2.6% 3.0% -9.7% 6.8%
2010 16.0% 5.9% -8.7% 11.3% 7.8%
2009 13.7% -11.1% 6.8% 19.2% 0.5%
2008 -22.6% -9.2% -3.0% -6.1% -6.4%
2007 7.9% 1.6% 3.8% -1.9% 4.3%
2006 5.5% 9.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Imperial Brands PLC ORD 7.12
GlaxoSmithKline PLC ORD 6.40
BAE Systems PLC ORD 6.33
Royal Dutch Shell Plc B ORD 6.24
Centrica PLC ORD 5.33
AstraZeneca PLC ORD 5.05
Legal & General Group PLC ORD 4.90
Pearson PLC ORD 4.18
Electrocomponents PLC ORD 3.70
RSA Insurance Group PLC ORD 3.36
31/03/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. United Kingdom

Fund Info

  • Launch date08/05/2006
  • Share Class size755Mn
  • Base currencyGBP
  • ISIN GB00B12WJY78

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%

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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).