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Threadneedle Global Extended Alpha

Ranked 1607 out of 3086 in - Global over 12 months
All calculations are in USD 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.

Neil Robson

Neil Robson joined Columbia Threadneedle in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the Threadneedle American Extended Alpha Fund and the Threadneedle American Absolute Alpha Fund.Before joining Columbia Threadneedle, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009.Neil has an Economics degree from the University of Bristol.

Objective

The investment objective of the Global Extended Alpha Fund is to achieve long term capital growth.investment policy is to actively manage an exposure by investing directly or indirectly into equity securities worldwide, including companies located in developed and emerging markets. Exposure to these markets may be gained through both long and short positions.

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

Performance

Global over : 28/02/2016 - 28/02/2017
  • Rank 1607/3086 Total Return
  • Rank 1029/3086 Standard Deviation
  • Rank 741/3086 Max Drawdown
Fund Name Currency Return
1605 WM AKTIEN GLOBAL UI-FONDS B

Currency exposure is hedged

Currency exposure is hedged

EUR

16.4%

1605 Global Family Strategy ll - Equity USD

16.4%

1607 Threadneedle Global Extended Alpha Ret Net Acc USD USD

16.4%

1607 Vector Fondo SIC SA de CV SIRV A USD

16.4%

1607 Vanguard Global Minimum Volatility

Currency exposure is hedged

Currency exposure is hedged

AUD

16.4%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -0.1% -3.8% 0.5% 5.5% -2.1%
2015 4.3% 3.8% 1.3% -8.0% 7.8%
2014 3.4% -1.5% 3.8% -0.6% 1.7%
2013 34.2% 10.0% 1.7% 9.0% 10.2%
2012 13.6% 13.6% -10.4% 9.5% 1.9%
2011 -3.2% 6.4% 2.4% -15.2% 4.7%
2010 15.9% 4.5% -10.2% 13.6% 8.7%
2009 34.9% -8.0% 19.5% 16.8% 5.2%
2008 -21.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
USD Cash 5.91
Alphabet Inc ORD 5.42
Pfizer Inc ORD 3.22
Micron Technology Inc ORD 2.90
Activision Blizzard Inc ORD 2.81
Deutsche Telekom AG ORD 2.76
Nintendo Co Ltd ORD 2.65
Amazon.com Inc ORD 2.49
Mastercard Inc ORD 2.46
Facebook Inc ORD 2.31
31/12/2016

Registered For Sale In

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

Fund Info

  • Launch date09/07/2008
  • Share Class size261Mn
  • Base currencyUSD
  • ISIN GB00B3B0FG02

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment3.75

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