Threadneedle UK Equity Alpha Income Fund Z Income GBP

Threadneedle UK Equity Alpha Income Fund Z Income GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
UK Equity Income
0.88 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.6 %
The investment objective of the UK Equity Alpha Income Fund is to achieve a reasonable and growing income with the prospects of capital growth from a concentrated portfolio of UK equities.
Holding %
AstraZeneca PLC 8.21 %
GlaxoSmithKline PLC 6.24 %
Phoenix Group Holdings PLC 5.43 %
Electrocomponents PLC 5.27 %
Imperial Brands PLC 4.64 %
RSA Insurance Group PLC 4.37 %
Morrison (Wm) Supermarkets PLC 4.29 %
Pearson PLC 4.16 %
Rentokil Initial PLC 4.08 %
Royal Dutch Shell PLC B 4.04 %
Region %
United Kingdom 100.00 %
Sector %
Industrials 19.96 %
Consumer Defensive 16.34 %
Healthcare 14.61 %
Financial Services 14.39 %
Consumer Cyclical 13.19 %
Communication Services 6.75 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


Richard Colwell
Joined 09/01/2010

Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors. Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England. Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.

Data provided by Morningstar.

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