Shares Magazine
Quick Stats
| Bid Price | - | Offer Price | - |
|---|---|---|---|
| Mid Price | GBP 1.17 | Day Change | GBP +0.00 (0.02%) |
| Price Date | 21 Jul 2017 | Crown Rating | |
| Shares Class | Inc. | Yield | 0.00 % |
| Total Expense Ratio | 0.00 | Fund Size | 2,169,448,380.09 |
| Launch Date | 30/09/1985 | Standard Initial Charge (%) | 0.00 |
| Currency | GBP | ISA Eligible | No |
| Annual Management Charge (%) | 0.00 | Sector | IMA UK Equity Income |
| Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BWTW3K16 | 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 the European Economic Area equities, and is therefore PEA (Plan d’Epargne en Actions) eligible in France.
Fund Managers
Chris Kinder
Chris Kinder joined the company in 2010 as a portfolio manager in the UK equities team. 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 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 4 years before joining the investment management industry.Chris has a degree in Modern European Languages from Durham University and he also holds the Chartered Financial Analyst designation.Chris Kinder joined the company in 2010 as a portfolio manager in the UK equities team. 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 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 4 years before joining the investment management industry.Chris has a degree in Modern European Languages from Durham University and he also holds the Chartered Financial Analyst designation.
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by 
