Threadneedle UK Smaller Companies Fund Z Income GBP

Name
Threadneedle UK Smaller Companies Fund Z Income GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B7JL4Y45
Sector
UK Smaller Companies
Launched
15/10/2012
OCF
0.89 %
Risk Rating
5
3 Year Sharpe
0.93
3 Year Alpha
5.64
Yield
0.8 %
Benchmark
Numis SC Ex Invt Com TR GBP
The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in the equities of smaller companies that are domiciled in the UK or have significant UK operations. If the ACD considers it desirable it may further invest up to one third of the total assets of the Fund in other securities (including fixed interest securities, other equities and money market securities). For liquidity purposes it may invest in cash and near cash.
Holding %
Clinigen Group PLC 4.08 %
Blue Prism Group PLC 4.07 %
Codemasters Group Holdings PLC 3.75 %
Future PLC 3.34 %
Spirent Communications PLC 3.33 %
XPS Pensions Group PLC 3.22 %
First Derivatives PLC 3.21 %
Avon Rubber PLC 2.95 %
JPJ Group PLC 2.85 %
1Spatial PLC 2.82 %
Region %
United Kingdom 97.31 %
Sector %
Consumer Cyclical 31.99 %
Technology 23.81 %
Industrials 11.77 %
Financial Services 10.82 %
Healthcare 8.69 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Thorne
Joined 03/01/2010

James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is manager of the Threadneedle UK Smaller Companies Fund, the Ethical UK Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund along with a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for the chemicals and technology sectors. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.

Data provided by Morningstar.

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