Threadneedle Amer Extnd Alpha Ins AccGBP


Fund Info

  • Yield History0.00%
  • 3 Year sharpe1.61
  • 3 Year alpha-0.21
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.64%
  • SectorNorth America
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B28BBW75

Investment Strategy

The investment objective of the American Extended Alpha Fund is to achieve above average capital growth. The ACD’s investment policy is to actively manage an exposure primarily to equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If the ACD considers it desirable it may further invest up to one third of the total assets of the Fund in markets other than in North America. Exposure to North American and other markets may be gained through both long and short positions. The ACD may invest in equities, derivatives, forward transactions and collective investment schemes. The ACD may also invest in other securities (including fixed interest securities and money market securities), deposits and cash. In order to gain short exposure the ACD will invest in derivatives. The ACD may also invest in derivatives to gain long exposure.