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Threadneedle UK Monthly Income Ret Net Inc GBX

Ranked 93 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Barber

A long serving employee at Columbia Threadneedle, and lead manager on the Threadneedle UK Monthly Income fund, Jonathan Barber graduated with a BSc (Hons) in Business Administration from Bath University before starting his investment career at Scottish Equitable as an investment analyst in 1990. He moved to join Eagle Star Investment Managers as a fund manager in 1992, and the firm became part of Columbia Threadneedle in 1994. During his time at Columbia Threadneedle, Jonathan has managed a number of the firm’s funds.

Objective

The Fund will seek to achieve an above average income combined with sound prospects for capital growth. The Fund will invest primarily in UK equities. It may, however, invest in other securities, such as convertibles and gilts. Income will be paid monthly.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.4%
2017 3.5% 1.8% 2.1% -1.3% 0.9%
2016 6.4% -1.5% -1.3% 7.2% 2.1%
2015 7.4% 5.5% -1.4% -2.7% 6.2%
2014 5.9% 0.3% 1.9% 0.4% 3.3%
2013 28.0% 11.3% 1.0% 6.5% 6.9%
2012 11.4% 5.1% -0.5% 4.8% 1.7%
2011 3.2% 2.1% 3.5% -9.0% 7.3%
2010 16.1% 5.9% -7.5% 11.0% 6.7%
2009 16.5% -11.9% 7.7% 18.8% 3.4%
2008 -25.2% -10.1% -2.1% -9.9% -5.7%
2007 6.7% 3.0% 1.9% -0.7% 2.5%
2006 20.4% 8.8% -2.9% 5.2% 8.3%
2005 20.8% 2.7% 5.6% 6.2% 5.0%
2004 16.6% 2.3% 2.4% 2.9% 8.1%
2003 15.8% -6.5% 11.7% 3.7% 6.9%
2002 -18.5% 4.1% -8.7% -16.3% 2.4%
2001 -6.7% -5.8% 4.4% -13.1% 9.1%
2000 2.1% -3.3% 1.8% 1.5% 2.2%
1999 12.6% 5.2% 3.4% -5.7% 9.7%
1998 10.2% 14.5% -1.4% -11.9% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/01/1964
  • Share Class size486Mn
  • Base currencyGBP
  • ISIN GB0001529568

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Will Barclays Libor scandal result in rights issue?

The Barclays Libor rate-fixing scandal could provide further shocks to the market by exposing severe flaws in the way the bank is capitalised, Threadneedle's Jonathan Barber has warned.

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