Threadneedle Glb Extnd Alp Ins Acc GBP


Fund Info

  • Yield History0.02%
  • 3 Year sharpe1.30
  • 3 Year alpha-2.21
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI GR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • SectorGlobal
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B3B0F606

Investment Strategy

The investment objective of the Global Extended Alpha Fund is to achieve long term capital growth. The ACD’s investment policy is to actively manage an exposure by investing directly or indirectly into equity securities worldwide, including companies located in developed and emerging markets. Exposure to these 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.