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Threadneedle UK Equity Alpha

Ranked 74 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP

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.

Leigh Harrison

Leigh Harrison adopts a bottom-up approach to stockpicking. A member of the Securities Institute, Harrison graduated from Nottingham University with a BA in Geography in 1980 and went on to complete an MSC in Surveying and Photogrammetry at University College, London, a year later. Harrison's first financial post was with stockbroker Rowan Dartington. Two years later he joined Hill Samuel, where he spent 12 years managing a wide range of UK equity portfolios, including financial, growth, income and smaller companies. He was a director of institutional investment at Hill Samuel when he moved to Sun Life of Canada in 1994 to head the group's UK equity team prior to the firm's acquisition by Credit Suisse (CSAM) in 2001. Harrison joined Threadneedle in 2005 and now heads their UK retail investment division. He took charge of the Threadneedle UK Equity Income fund in February 2006.


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.


UK Equity Income over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 6.4% -3.0% -3.8%
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 15.8% 5.9% -8.8% 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



Top 10 Holdings

Stock Size
Imperial Tobacco Group PLC ORD 6.37
GlaxoSmithKline PLC ORD 5.79
AstraZeneca PLC ORD 5.44
Legal & General Group PLC ORD 5.38
BAE Systems PLC ORD 5.12
Royal Dutch Shell Plc B ORD 4.98
National Grid PLC ORD 4.41
Centrica PLC ORD 4.28
Pearson PLC ORD 4.23
Unilever PLC ORD 3.96

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 size911Mn
  • Base currencyGBP
  • ISIN GB00B12WJY78

Purchase Info

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


  • Annual management1.50%

Related News

Why Leigh Harrison is not ready to end 5-year bank exile

Columbia Threadneedle's equity head has not invested in a bank since 2010 and is not ready to end that habit just yet.

SLI tops fund sales league table as M&G falls out of top 10

Standard Life Investments won the fund retail sales battle in 2013, replacing M&G which fell out of the top 10.  

The 10 managers who conquered 10 ferocious years in Citywire ratings: Leigh Harrison

Leigh Harrison is one of Britain’s foremost investors in UK shares, in particular income stocks. He built his record at Credit Suisse Asset Management but it is at Threadneedle that he has the most observable impact on the whole range of equity fund performance. He is head of equities but retains personal fund management responsibilities.

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