Threadneedle UK Equity Alpha Income Fund Z Income GBP

Name
Threadneedle UK Equity Alpha Income Fund Z Income GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B88P6D76
Sector
UK Equity Income
Launched
01/10/2012
OCF
0.88 %
Risk Rating
4
3 Year Sharpe
0.47
3 Year Alpha
-2.35
Yield
4.3 %
Benchmark
FTSE AllSh TR GBP
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 7.71 %
Imperial Brands PLC 5.85 %
GlaxoSmithKline PLC 5.61 %
Morrison (Wm) Supermarkets PLC 4.97 %
Phoenix Group Holdings PLC 4.92 %
Pearson PLC 4.66 %
Electrocomponents PLC 4.57 %
Legal & General Group PLC 3.94 %
Rentokil Initial PLC 3.82 %
Royal Dutch Shell PLC B 3.76 %
Region %
United Kingdom 100.00 %
Sector %
Industrials 19.25 %
Consumer Defensive 17.17 %
Consumer Cyclical 14.60 %
Financial Services 13.83 %
Healthcare 13.40 %
Communication Services 6.88 %
Utilities 5.88 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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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