Threadneedle UK Abs Alpha Z Inc GBP


Fund Info

  • Yield History0.00%
  • 3 Year sharpe-0.20
  • 3 Year alpha-2.52
  • Distribution Typeincome
  • BenchmarkICE LIBOR 3 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • SectorTargeted Absolute Return
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the UK Absolute Alpha Fund is to achieve an absolute return, irrespective of market conditions, over the long term. The ACD’s investment policy is to principally invest in: equity securities, or equity related derivatives, of corporate issuers headquartered in the United Kingdom (or corporate issuers who exercise a predominant part of their activity in the United Kingdom) fixed interest securities, cash, or money market instruments. If the ACD considers it desirable, the ACD may invest in securities and derivatives related to corporate issuers headquartered outside the United Kingdom. The Fund’s exposure to any equities may be gained through long and short positions. The ACD may take long and short positions through the use of derivatives and forward transactions. In addition in order to gain long exposure the ACD may invest in equities, collective investment schemes including exchange traded funds and/or related indices.