Threadneedle UK Fund Z Income GBP

Name
Threadneedle UK Fund Z Income GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B84PMM20
Sector
UK All Companies
Launched
01/10/2012
OCF
0.82 %
Risk Rating
2
3 Year Sharpe
0.75
3 Year Alpha
1.04
Yield
2.4 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund principally in equities of companies domiciled in the UK or which have significant UK operations. If the ACD considers it desirable, it may further invest in other securities (including fixed interest securities, other equities and money market securities).
Holding %
Prudential PLC 4.06 %
Royal Dutch Shell PLC B 3.67 %
Imperial Brands PLC 3.43 %
GlaxoSmithKline PLC 3.19 %
Diageo PLC 2.98 %
Unilever PLC 2.95 %
British American Tobacco PLC 2.91 %
London Stock Exchange Group PLC 2.72 %
Rio Tinto PLC 2.68 %
Legal & General Group PLC 2.56 %
Region %
United Kingdom 98.30 %
Sector %
Consumer Cyclical 24.23 %
Financial Services 19.96 %
Consumer Defensive 15.57 %
Industrials 11.27 %
Basic materials 7.97 %
Energy 6.42 %
Healthcare 6.38 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Chris Kinder
Joined 09/11/2014

Chris Kinder joined Threadneedle Investments in 2010 as a portfolio manager in the UK equities team. He also has research responsibility for the housebuilders and retail sectors. Before joining the company, Chris was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis. Chris is a qualified chartered accountant, having worked at PricewaterhouseCoopers for 4 years before joining the investment management industry. Chris has a degree in Modern European Languages from Durham University and he also holds the Chartered Financial Analyst designation.

Data provided by Morningstar.

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