Threadneedle Ethical UK Equity Fund Z Accumulation GBP

Name
Threadneedle Ethical UK Equity Fund Z Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00BZ21SS97
Sector
UK All Companies
Launched
30/10/2015
OCF
0.96 %
Yield
1.5 %
Benchmark
MSCI UK IMI Extend SRI GR GBP
The investment objective of the Fund is to achieve a total return by way of income and capital growth by investing in companies that meet the ACD’s criteria for responsible and ethical practices.
Holding %
GlaxoSmithKline PLC 7.80 %
Prudential PLC 6.54 %
Unilever PLC 5.57 %
AstraZeneca PLC 4.29 %
Ascential PLC 3.97 %
RELX PLC 3.53 %
Legal & General Group PLC 3.52 %
Johnson Matthey PLC 3.45 %
Compass Group PLC 3.19 %
Spirax-Sarco Engineering PLC 3.06 %
Region %
United Kingdom 99.24 %
Sector %
Consumer Cyclical 25.81 %
Healthcare 18.72 %
Financial Services 18.61 %
Industrials 13.12 %
Basic materials 8.11 %
Technology 7.41 %
Consumer Defensive 6.95 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Thorne
Joined 06/19/2017

James Thorne joined Threadneedle in 2010 as a portfolio manager in the UK equities team. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for the chemicals and technology sectors. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.

Data provided by Morningstar.

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