Threadneedle American Extended Alpha Fund Institutional Accumulation GBP

Name
Threadneedle American Extended Alpha Fund Institutional Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B28BBW75
Sector
North America
Launched
22/10/2007
OCF
0.82 %
Risk Rating
3
3 Year Sharpe
1.09
3 Year Alpha
-0.69
Yield
0 %
Benchmark
S&P 500 TR USD
The investment objective of the American Extended Alpha Fund is to achieve above average capital growth. The ACD’s investment policy is to actively manage an exposure primarily to equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If the ACD considers it desirable it may further invest up to one third of the total assets of the Fund in markets other than in North America. Exposure to North American and other markets may be gained through both long and short positions. The ACD may invest in equities, derivatives, forward transactions and collective investment schemes. The ACD may also invest in other securities (including fixed interest securities and money market securities), deposits and cash. In order to gain short exposure the ACD will invest in derivatives. The ACD may also invest in derivatives to gain long exposure.
Holding %
Alphabet Inc A 7.03 %
Berkshire Hathaway Inc B 6.52 %
Apple Inc 5.63 %
Microsoft Corp 5.62 %
Visa Inc Class A 5.36 %
JPMorgan Chase & Co 4.80 %
UnitedHealth Group Inc 4.48 %
Bank of America Corporation 4.26 %
PNC Financial Services Group Inc 4.02 %
Goldman Sachs Group Inc 3.86 %
Region %
United States 97.84 %
Sector %
Financial Services 32.61 %
Technology 28.85 %
Healthcare 8.48 %
Communication Services 7.85 %
Energy 6.90 %
Industrials 5.02 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Amit Kumar
Joined 09/01/2018

Amit Kumar is portfolio manager for the American Absolute Alpha Fund and the American Extended Alpha Fund. He is also responsible for researching US companies across the consumer discretionary and technology sectors. Amit joined the company in 2014 as a senior portfolio analyst in the US Equities team. Before joining the company, Amit spent seven years with Artham Capital and Swiss Re Asset Management, where he worked as a research analyst. Prior to that, he spent nine years in the technology industry IBM, TCS and a number of tech start-up firms. Amit holds an MBA in Finance from Columbia Business School and a BSc in Technology from the Indian Institute of Technology. He also holds the Chartered Financial Analyst designation. Amit is also a published author whose work includes Short Selling: Finding Uncommon Short Ideas.

Ashish Kochar
Joined 01/23/2014

Ashish Kochar is a portfolio manager for the Threadneedle Global Extended Alpha, American Extended Alpha, American Absolute Alpha and American Select funds. He also is responsible for consumer sector research. Ashish joined the company in 2008 as a senior portfolio analyst within the US Equities team and subsequently joined the Global Equities team in 2010. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Data provided by Morningstar.

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