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Threadneedle American Extended Alpha

Ranked 34 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 : 31/12/2016 - 31/12/2017
  • Rank 34/183 Total Return
  • Rank 165/183 Standard Deviation
  • Rank 140/183 Max Drawdown
Fund Name Currency Return
32 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

11.7%

33 Jupiter JGF Europa L EUR B Acc EUR

11.5%

34 Threadneedle American Extended Alpha EUR Ret Net A EUR

11.5%

35 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

10.7%

36 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

10.6%

Fund Name Currency Loss
138 Edmond de Rothschild Fund-Europe Flexible A EUR EUR

-4.0%

139 AVANA IndexTrend Europa Dynamic R EUR

-4.1%

140 Threadneedle American Extended Alpha EUR Ret Net A EUR

-4.1%

141 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

142 Liontrust GF European Strategic Equity A4 EUR Acc EUR

-4.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 11.5% 5.5% -3.2% 2.3% 6.7%
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 investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).