Threadneedle Global Extended Alpha

Quick Stats

Bid Price - Offer Price -
Mid Price EUR 1.44 Day Change EUR -0.01 (-0.06%)
Price Date 27 Oct 2016 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 191,033,181.60
Launch Date 09/07/2008 Standard Initial Charge (%) 3.75
Currency EUR ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 2,500.00 Total Expense Ratio (%) 0.00
ISIN GB00BYX4L815 Min TopUp (£) 750.00

Fund Objective

The aim of the Fund is to grow the amount you invested. At least two-thirds of the Fund’s assets will be in long and short positions in companies worldwide. The Fund invests directly in shares or by using derivatives. Derivatives are sophisticated investment instruments linked to the rise and fall of the price of other assets. Derivatives will be used to obtain, increase or reduce exposure to underlying assets and may create gearing. Where gearing is created, the net asset value of the Fund may experience more fluctuation than if there were no gearing. The Fund will also use derivatives for short selling (which is designed to make a profit from falling prices).The Fund may also invest in asset classes and instruments different from those stated above.

Fund Managers

Neil Robson
Neil Robson joined the company in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the Threadneedle American Extended Alpha Fund and the Threadneedle American Absolute Alpha Fund. Before joining the company, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009. Neil has an Economics degree from the University of Bristol.