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Threadneedle UK Retail Income GBP

Ranked 186 out of 259 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 : 31/03/2017 - 31/03/2018
  • Rank 186/259 Total Return
  • Rank 15/259 Standard Deviation
  • Rank 83/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5%
2017 10.4% 5.0% 2.5% 0.6% 1.9%
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% 17.5% 0.7% -14.1% 13.3%
1997 20.0% 5.1% 4.2% 11.5% -1.7%
1996 13.5% 4.0% 0.5% 5.1% 3.4%
1995 23.5% -1.6% 11.0% 6.6% 6.2%
1994 -1.0% 9.0% -11.2% 9.0% -6.1%
1993 13.6% 7.7% 0.4% 7.1% -1.9%
1992 11.5% 9.4% 4.9% -17.4% 17.7%
1991 24.4% 10.2% 6.5% 7.4% -1.2%
1990 -11.2% -1.4% 5.5% -11.7% -3.4%
1989 20.0% 9.7% 7.4% 7.8% -5.5%
1988 14.2% 15.4% 4.3% -4.6% -0.5%
1987 11.0% 23.3% 18.9% 10.8% -31.7%
1986 58.7% 18.5% 16.5% 8.7% 5.8%
1985 33.1%

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. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date30/09/1985
  • Share Class size2,095Mn
  • Base currencyGBP
  • ISIN GB0001529782

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.75

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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).