Threadneedle UK Z Hedged Acc USD
|Bid Price||-||Offer Price||-|
|Mid Price||USD 1.86||Day Change||USD +0.00 (0.78%)|
|Price Date||17 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.00 %|
|Total Expense Ratio||0.00||Fund Size||1,878,777,847.63|
|Launch Date||30/09/1985||Standard Initial Charge (%)||3.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BYSZQQ29||Min TopUp (£)||0.00|
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 (excluding Liechtenstein) equities, and is therefore PEA (Plan d’Epargne en Actions) eligible in France.
Chris Kinder joined Threadneedle Investments 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 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 Threadneedle 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 holds a degree in Modern European Languages from Durham University and is a CFA Charterholder.