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Threadneedle UK 1 Income GBP

Ranked 168 out of 248 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Kinder

Based in London, Chris Kinder joined Columbia Threadneedle's UK high alpha team in February 2010. He co-manages the Threadneedle UK Absolute Alpha Fund and the Threadneedle UK Crescendo Fund and runs a number of high alpha mandates. Prior to joining Threadneedle he worked at RWC Partners. Kinder is a member of ICAEW (Institute of Chartered Accountants in England and Wales) and is a CFA Charterholder. He studied modern languages at Durham University and outside of work he enjoys tennis, rugby, soccer and skiing.

Objective

The aim of the Fund is to achieve capital growth by investing principally in equities of companies domiciled in the UK, or which have significant UK operations. If desirable, the Fund may further invest in other securities (including fixed interest securities, other equities and money market securities).

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 2.5%
2016 12.5% 0.9% -0.9% 9.4% 2.9%
2015 5.7% 5.6% -0.3% -4.9% 5.6%
2014 2.9% 1.4% 0.2% -1.5% 2.9%
2013 25.3% 12.7% -0.7% 4.4% 7.2%
2012 16.3% 9.5% -3.6% 6.6% 3.2%
2011 -3.8% 1.3% 1.3% -13.9% 8.9%
2010 19.9% 8.4% -10.7% 14.1% 8.6%
2009 26.5% -7.5% 9.2% 20.9% 3.7%
2008 -28.6% -8.3% -1.2% -14.7% -7.6%
2007 9.9% 1.7% 4.5% -0.4% 3.8%
2006 14.3% 9.9% -2.7% 2.1% 4.7%
2005 21.0% 3.2% 4.2% 7.8% 4.3%
2004 12.0% 3.3% 0.6% 1.5% 6.1%
2003 17.0% -7.1% 13.4% 3.5% 7.3%
2002 -22.9% 2.9% -11.1% -17.8% 2.5%
2001 -10.2% -7.2% 1.2% -13.8% 11.0%
2000 -2.4% 0.2% -2.1% 0.4% -1.0%
1999 19.6% 8.0% 2.2% -3.8% 12.7%
1998 15.2% 17.6% 0.7% -14.1% 13.3%
1997 46.8% 5.1% 20.3% 11.5% 4.2%
1996 31.5% 4.0% 16.5% 5.1% 3.4%
1995 6.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Prudential PLC ORD 4.18
Unilever PLC ORD 3.71
GlaxoSmithKline PLC ORD 3.65
Royal Dutch Shell Plc B ORD 3.32
London Stock Exchange Group PLC ORD 3.15
Imperial Brands PLC ORD 3.07
Legal & General Group PLC ORD 3.06
Diageo PLC ORD 2.93
BT Group PLC ORD 2.58
AstraZeneca PLC ORD 2.55
31/07/2017

Registered For Sale In

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

Fund Info

  • Launch date30/09/1985
  • Share Class size2,201Mn
  • Base currencyGBP
  • ISIN GB0001529782

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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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).