Threadneedle UK R GBP

Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.16 Day Change GBP +0.00 (0.38%)
Price Date 9 Dec 2016 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 1,859,385,615.35
Launch Date 30/09/1985 Standard Initial Charge (%) 3.75
Currency GBP ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 2,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BPZ55G51 Min TopUp (£) 0.00

Fund Objective

The aim of the Fund is to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares of companies in the UK or companies that have significant UK operations. The Fund may also invest in asset classes and instruments different from those stated above. The Fund permanently invests a minimum of 75% of its assets in European Economic Area (excluding Liechtenstein) equities, and is therefore PEA (Plan d’Epargne en Actions) eligible in France.

Fund Managers

Chris Kinder
Chris Kinder joined the company 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 a number of institutional portfolios. He is also responsible for coverage of the aerospace and defence, oil services, mining and banking sectors and for idea generation for the wider UK equity team. Before joining the company 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 four years before joining the investment management industry. Chris holds a degree in Modern European Languages from Durham University. He also holds the Chartered Financial Analyst designation.