Threadneedle UK Absolute Alpha Reta
|Bid Price||-||Offer Price||-|
|Mid Price||EUR 1.37||Day Change||EUR 0.00 (-0.58%)|
|Price Date||9 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||800,972,264.20|
|Launch Date||10/09/2010||Standard Initial Charge (%)||3.75|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||2,500.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BWVFYD82||Min TopUp (£)||0.00|
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.
Mark Westwood joined the company in August 2006 as a portfolio 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 travel & leisure, telecoms and other financials sectors. He started his portfolio 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.