Threadneedle UK Extnd Alpha Ins Acc GBP


Fund Info

  • Yield History2.18%
  • 3 Year sharpe0.86
  • 3 Year alpha-0.2
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.84%
  • SectorUK All Companies
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB0033027474

Investment Strategy

The investment objective of the UK Extended Alpha Fund is to achieve above average capital growth from a concentrated portfolio of UK equities. The ACD’s investment policy is to actively manage an exposure primarily to a concentrated portfolio of UK equities, i.e equities of companies domiciled in the UK, or which have significant UK operations, by investing directly or indirectly in such securities. This approach means that the ACD has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. If the ACD considers it desirable it may further invest up to one third of the assets of the Fund in markets outside the United Kingdom. The Fund’s exposure may be gained through long and short positions.