Threadneedle Monthly Extra Income R
|Bid Price||-||Offer Price||-|
|Mid Price||EUR 1.49||Day Change||EUR -0.00 (-0.45%)|
|Price Date||23 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.40 %|
|Total Expense Ratio||0.00||Fund Size||408,758,852.47|
|Launch Date||04/10/1999||Standard Initial Charge (%)||3.75|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||2,500.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BTN28457||Min TopUp (£)||0.00|
To achieve a high level of income with prospects of capital growth. Income will be paid monthly.
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.
Alasdair Ross joined the company in 2003 and is currently Head of Investment Grade Portfolio Management, EMEA, with responsibility for our UK and European investment grade corporate credit teams in London. He is also lead portfolio manager for UK, Euro and Global credit portfolios which include the Threadneedle European Corporate Bond Fund, the Threadneedle Global Corporate Bond Fund and the Threadneedle Pensions Corporate Bond Fund.Alasdair’s investment background is as a relative value focused, bottom-up investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector.Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles.Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford. He also holds the Chartered Financial Analyst designation.