Quick Stats

Bid Price - Offer Price -
Mid Price GBX 124.68 Day Change GBX -0.14 (-0.11%)
Price Date 28 Jun 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.94 Fund Size 704,409,972.34
Launch Date 10/09/2010 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.94
ISIN GB00B8BX5538 Min TopUp (£) 50,000.00

Fund Objective

The aim of the Fund is to make a positive return for you over a rolling 12 month period, notwithstanding changing market conditions. Positive returns are not guaranteed and no form of capital protection applies. At least two-thirds of the Funds assets will be in long and short positions in UK companies, or companies that have significant operations there and, when appropriate, cash.

Fund Managers

Mark Westwood
Mark Westwood joined Threadneedle in September 2006 as a fund manager in the UK Equities team. He manages the Threadneedle UK Select Fund and co-manages the Threadneedle UK Absolute Alpha Fund. He also has research responsibility for the telecommunications, transport and other financials sectors.He started his fund management career in 1998 with Legg Mason before moving to Morley in 2005.Mark graduated with a BSc (hons) in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research.
Chris Kinder
Chris Kinder joined Threadneedle Investments as a portfolio manager in the UK equities team in 2010. His main responsibilities are the management of the Threadneedle UK Fund and Threadneedle UK Extended Alpha Fund, the co-management of the Threadneedle UK Absolute Alpha Fund and the co-management of the Threadneedle Institutional Fund and a number of institutional portfolios. He also has research responsibility for the banks, life insurance and mining sectors.Before joining Threadneedle Chris was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis. Chris is a qualified chartered accountant, having worked at PricewaterhouseCoopers for 4 years before joining the investment management industry.Chris holds a degree in Modern European Languages from Durham University and is a CFA Charterholder.