|Fund manager group |
|Fund manager company |
|Threadneedle Inv Services Ltd |
|Fund type |
|Fund objective |
|The aim of the Fund is to provide income with the potential to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares in UK companies and in bonds (which are similar to a loan and pay a fixed or variable interest rate) issued in British Pounds. The Fund may also invest in asset classes and instruments different from those stated above. |
|Investment style |
|Investment method |
|Fund managers |
|Alasdair Ross||01/04/2009||Alasdair Ross is an investment grade credit portfolio manager within the Fixed Income Team at Columbia Threadneedle Investments. In the absolute return space he is the co-manager on the Threadneedle Credit Opportunities Fund and has responsibility for the investment grade book on the Threadneedle Global Opportunities Fund. In the long-only space he manages the Threadneedle Pensions Corporate Bond Fund, the Threadneedle European Corporate Bond Fund and is deputy manager of the Threadneedle European Bond Fund. He is also the investment grade representative on the Fixed Income Asset Allocation Team. Mr. Ross’ investment background is as a relative value focused, bottom-up investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitization sector.
Prior to joining the company, Mr. Ross worked at BP plc in a rotation of commercial roles. Mr. Ross received a first class honours degree in politics, philosophy and economics from Oxford University. He also holds the Chartered Financial Analyst designation. |
|Richard Colwell||01/03/2010||Richard Colwell joined the company in 2010 as a portfolio manager in the UK Equities team. He manages the Threadneedle UK Growth & Income Fund and co-manages the Threadneedle Monthly Extra Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also has research responsibility for the health care and insurance sectors.
Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.
Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, IA Recognised, UCITS V Compliant |
|No data available. |
|Fund for sale in |
|Austria, Belgium, Germany, Denmark, Spain, Finland, France, United Kingdom, Ireland, Italy, Luxembourg, Netherlands, Portugal, Singapore, Sweden |