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Threadneedle (Lux)-American Absolute Alpha AEH

Ranked 112 out of 180 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.

Amit Kumar

Objective

The American Absolute Alpha Portfolio seeks to achieve an absolute return. The Portfolio will principally invest in equity securities and equity related derivative contracts of corporate issuers headquartered in North America or exercising a predominant part of their activity in North America, and when determined appropriate, cash and Money Market Instruments. Secondarily, the Portfolio may invest in securities and derivatives related to corporate issuers headquartered outside North America.

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

Performance

Long/Short Equity over : 28/02/2016 - 28/02/2017
  • Rank 112/180 Total Return
  • Rank 3/180 Standard Deviation
  • Rank 20/180 Max Drawdown
Fund Name Currency Return
111 Bati Actions Optimum I EUR

0.6%

112 Ennismore European Smaller Companies EUR EUR

0.5%

112 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

114 BSF Global Long/Short Equity D2 EUR EUR

0.4%

Fund Name Currency Risk
1 Partners Group Global Value SICAV I (EUR) EUR

1.6

2 Orchidee I Long/Short EUR

1.8

3 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

4 GAM Star (Lux) - Absolute Return US Equity EUR D

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

5 La Francaise Tages Strategie Actions EUR

2.1

Fund Name Currency Loss
18 Henderson Gartmore UK Abs Rtn I EUR Acc (hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

19 Alternative Beta - Absolute Return fund EUR

-1.5%

20 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

21 LYXOR/OZ US Equity Opportunities Fund A - EUR acc EUR

-1.6%

22 Blue Rock A EUR

-1.6%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -4.6% -3.5% -1.5% 0.9% -0.6%
2015 2.0% -0.1% 2.3% -1.1% 0.8%
2014 -2.0% -2.2% -0.1% 0.9% -0.5%
2013 4.3% 0.6% -0.3% 2.2% 1.8%
2012 4.3% 3.0% 0.6% 0.6% 0.0%
2011 3.9% 1.5% 1.9% 0.1% 0.3%
2010 -0.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/06/2010
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0515763810
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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(Update) Threadneedle's US equity head quits to join boutique

Veteran US investor to leave the London based firm with several portfolio manager changes taking place.

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