|Fund manager group |
|Fund manager company |
|Threadneedle Inv Services Ltd |
|Fund type |
|Fund objective |
|The aim of the Fund is to make a positive return for you over a rolling 12 month period, notwithstanding changing market conditions. Positive returns are not guaranteed and no form of capital protection applies. At least two-thirds of the Funds assets will be in long and short positions in UK companies, or companies that have significant operations there and, when appropriate, cash. |
|Investment style |
|Absolute Return |
|Investment method |
|Fund managers |
|Chris Kinder||01/10/2010||Chris Kinder joined the company as a portfolio manager in the UK equities team in 2010. His main responsibilities are the management of the Threadneedle UK Fund and Threadneedle UK Extended Alpha Fund, the co-management of the Threadneedle UK Absolute Alpha Fund and the co-management of a number of institutional portfolios. He is also responsible for coverage of the aerospace and defence, oil services, mining and banking sectors and for idea generation for the wider UK equity team.
Before joining the company Chris was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis. Chris is a qualified chartered accountant, having worked at PricewaterhouseCoopers for four years before joining the investment management industry.
Chris holds a degree in Modern European Languages from Durham University. He also holds the Chartered Financial Analyst designation. |
|Mark Westwood||01/10/2010||Mark Westwood joined the company in August 2006 as a portfolio manager in the UK equities team. He manages the Threadneedle UK Select Fund and co-manages the Threadneedle UK Absolute Alpha Fund. He also has research responsibility for the travel & leisure, telecoms and other financials sectors.
He started his portfolio management career in 1998 with Legg Mason before moving to Morley in 2005.
Mark graduated with a BSc (hons) in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research. |
|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, Switzerland, Germany, Denmark, Spain, France, United Kingdom, Ireland, Italy, Luxembourg, Netherlands, Singapore, Sweden, Taiwan - Province Of China |