Threadneedle Global Extended Alpha Fund Institutional Accumulation GBP

Threadneedle Global Extended Alpha Fund Institutional Accumulation GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
1.65 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and seeks to gain at least 75% of its investment exposure to shares of companies worldwide.
Holding % Inc 3.93 %
HDFC Bank Ltd 3.51 %
Alphabet Inc A 3.32 %
Samsung Electronics Co Ltd 3.13 %
Union Pacific Corp 3.04 %
NVIDIA Corp 2.88 %
Berkshire Hathaway Inc B 2.41 %
Visa Inc Class A 2.37 %
Diamondback Energy Inc 2.29 %
NXP Semiconductors NV 2.04 %
Region %
United States 66.19 %
Asia - Emerging 9.15 %
Eurozone 8.03 %
Japan 5.85 %
Sector %
Technology 20.63 %
Financial Services 17.97 %
Communication Services 13.61 %
Healthcare 12.95 %
Consumer Cyclical 8.58 %
Industrials 7.62 %
Basic materials 6.78 %
Energy 5.59 %
Consumer Defensive 5.47 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


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 (Lux) Global Smaller Companies Fund and the lead manager of the Threadneedle Global Select Fund, along with 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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