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Threadneedle American Extended Alpha

Ranked 24 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Objective

The Fund aims to achieve above average capital growth. The Fund invests primarily in equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in markets other than in North America. Exposure to North American and other markets may be gained through both long and short positions.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Long/Short Equity over : 31/07/2016 - 31/07/2017
  • Rank 24/183 Total Return
  • Rank 167/183 Standard Deviation
  • Rank 131/183 Max Drawdown
Fund Name Currency Risk
165 Kairos International Sicav - Key X EUR

9.6

166 BSF European Opportunities Extension A2 EUR EUR

9.7

167 Threadneedle American Extended Alpha EUR Ret Net A EUR

9.7

168 DB Platinum IV Clinton Equity Strategies R1C-E EUR

10.3

169 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

10.5

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% -3.2%
2016 9.0% -8.0% 0.6% 6.1% 10.9%
2015 15.9% 12.7% -2.5% -6.5% 12.9%
2014 22.3% -2.4% 6.0% 11.2% 6.3%
2013 25.9% 12.9% -0.3% 3.1% 8.5%
2012 12.8% 9.8% 2.5% 4.8% -4.3%
2011 10.7% 1.7% 0.0% -5.3% 15.0%
2010 16.2% 10.0% -3.4% -2.9% 12.6%
2009 33.4% -0.1% 10.9% 10.1% 9.5%
2008 -29.0% -14.4% 1.4% -2.7% -15.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Base currencyEUR
  • ISIN GB00B28CN800

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment750

Charges

  • Annual management1.50%
  • Initial investment3.75

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).