Threadneedle Global Extended Alpha Fund Institutional Accumulation GBP

Name
Threadneedle Global Extended Alpha Fund Institutional Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B3B0F606
Sector
Global
Launched
09/07/2008
OCF
0.82 %
Risk Rating
5
3 Year Sharpe
1.13
3 Year Alpha
-1.69
Yield
0 %
Benchmark
MSCI ACWI GR USD
The investment objective of the Global Extended Alpha Fund is to achieve long term capital growth. The ACD’s investment policy is to actively manage an exposure by investing directly or indirectly into equity securities worldwide, including companies located in developed and emerging markets. Exposure to these markets may be gained through both long and short positions.
Holding %
Amazon.com Inc 4.27 %
Alphabet Inc A 3.74 %
Alibaba Group Holding Ltd ADR 3.61 %
Union Pacific Corp 3.26 %
HDFC Bank Ltd 2.80 %
Bank Rakyat Indonesia (Persero) Tbk Class B 2.73 %
Ping An Insurance (Group) Co. of China Ltd H 2.71 %
Tencent Holdings Ltd 2.71 %
Visa Inc Class A 2.28 %
Mastercard Inc A 2.07 %
Region %
United States 61.98 %
Asia - Emerging 17.16 %
United Kingdom 7.13 %
Eurozone 5.59 %
Sector %
Financial Services 25.93 %
Technology 19.90 %
Consumer Cyclical 14.02 %
Healthcare 11.86 %
Industrials 7.39 %
Energy 7.22 %
Consumer Defensive 5.61 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ashish Kochar
Joined 02/17/2014

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.

Neil Robson
Joined 01/17/2012

Neil Robson is Head of Global Equities at Columbia Threadneedle Investments. He took up this role in July 2017. He joined the company in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund. Before joining the company, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009. Neil has an Economics degree from the University of Bristol.

Data provided by Morningstar.

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