Threadneedle UK Select Fund L Gross Accumulation GBP

Threadneedle UK Select Fund L Gross Accumulation GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
UK All Companies
1.63 %
3 Year Sharpe
3 Year Alpha
3.6 %
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 %
AstraZeneca PLC 6.49 %
GlaxoSmithKline PLC 5.75 %
Royal Dutch Shell PLC B 4.84 %
British American Tobacco PLC 4.65 %
Schroders PLC 4.33 %
Intermediate Capital Group PLC 4.23 %
BP PLC 3.94 %
Tesco PLC 3.79 %
London Stock Exchange Group PLC 3.68 %
St James's Place PLC 3.66 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 24.38 %
Consumer Defensive 24.18 %
Healthcare 12.38 %
Communication Services 10.84 %
Energy 8.88 %
Basic materials 7.85 %
Consumer Cyclical 5.32 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


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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