Threadneedle UK Equity Income Fund Z Income GBP

Threadneedle UK Equity Income Fund Z Income GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
UK Equity Income
0.83 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.2 %
The fund seeks to achieve an above average rate of income combined with sound prospects for capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in UK equities. It may, however, invest in other securities such as convertibles and gilts.
Holding %
AstraZeneca PLC 8.22 %
GlaxoSmithKline PLC 6.07 %
Imperial Brands PLC 5.25 %
Morrison (Wm) Supermarkets PLC 4.20 %
Electrocomponents PLC 4.19 %
Royal Dutch Shell PLC B 3.72 %
Rentokil Initial PLC 3.72 %
RSA Insurance Group PLC 3.60 %
Phoenix Group Holdings PLC 3.59 %
Unilever PLC 3.57 %
Region %
United Kingdom 96.47 %
Sector %
Industrials 23.96 %
Consumer Defensive 17.40 %
Consumer Cyclical 16.99 %
Healthcare 14.65 %
Financial Services 12.15 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


Richard Colwell
Joined 09/01/2010

Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all 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.

Data provided by Morningstar.

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