Threadneedle UK Smaller Companies Fund Z Income GBP

Threadneedle UK Smaller Companies Fund Z Income GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
UK Smaller Companies
0.89 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.5 %
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 3.42 %
Avon Rubber PLC 3.38 %
Future PLC 3.18 %
Spirent Communications PLC 3.06 %
1Spatial PLC 2.94 %
Knights Group Holdings PLC 2.80 %
Codemasters Group Holdings PLC 2.70 %
Marlowe PLC 2.59 %
Euromoney Institutional Investor PLC 2.56 %
Stock Spirits Group PLC 2.55 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 33.04 %
Technology 23.16 %
Industrials 12.63 %
Financial Services 11.25 %
Healthcare 7.45 %
Consumer Defensive 6.26 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


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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