Threadneedle Monthly Extra Income Z

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 126.36 Day Change GBX +0.18 (0.14%)
Price Date 28 Apr 2017 Crown Rating 5
Shares Class Inc. Yield 3.60 %
Total Expense Ratio 0.00 Fund Size 387,664,535.29
Launch Date 04/10/1999 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BP8S6244 Min TopUp (£) 0.00

Fund Objective

To achieve a high level of income with prospects of capital growth. Income will be paid monthly.

Fund Managers

Richard Colwell
Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors.Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.