Threadneedle UK Select Fund L Gross Accumulation GBP

Name
Threadneedle UK Select Fund L Gross Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00BDZYJQ66
Sector
UK All Companies
Launched
12/05/2017
OCF
1.63 %
Yield
3.2 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in a concentrated portfolio of shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.
Holding %
Royal Dutch Shell PLC B 5.72 %
Diageo PLC 5.62 %
GlaxoSmithKline PLC 5.56 %
RELX PLC 4.98 %
Compass Group PLC 4.35 %
BP PLC 4.27 %
British American Tobacco PLC 4.04 %
Intermediate Capital Group PLC 3.76 %
Schroders PLC 3.73 %
Unilever PLC 3.72 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Defensive 26.11 %
Financial Services 21.43 %
Consumer Cyclical 14.22 %
Energy 10.23 %
Basic materials 8.20 %
Communication Services 6.49 %
Healthcare 5.70 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Mark Westwood
Joined 10/01/2006

Mark Westwood joined the company in 2006 as a portfolio manager in the UK equities team. He manages the Threadneedle UK Select Fund and co-manages the Threadneedle UK Absolute Alpha Fund. He also has research responsibility for the mining and other financials sectors. He started his fund management career in 1998 with Legg Mason before moving to Morley in 2005. Mark graduated with a BSc (Hons) in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research.

Data provided by Morningstar.

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