Threadneedle UK Equity Alpha Inc Z Inc

Fund

Fund Info

  • Yield History4.31%
  • 3 Year sharpe0.67
  • 3 Year alpha-1.77
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.63%
  • SectorUK Equity Income
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B88P6D76

Investment Strategy

The investment objective of the UK Equity Alpha Income Fund is to achieve a reasonable and growing income with the prospects of capital growth from a concentrated portfolio of UK equities. The ACD’s investment policy is to invest the assets of the Fund in a concentrated portfolio of predominantly UK equities. The Alpha Income investment approach is a highly focused management style, which gives the ACD the flexibility to take significant stock and sector positions, which may lead to increased levels of volatility. The portfolio will consist primarily of equities of companies domiciled in the UK, or which have significant UK operations.