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Threadneedle UK Retail Income GBP

Ranked 31 out of 39 in - UK (All Companies) over 12 months
All calculations are in EUR unless stated

Managed by

Chris Kinder

Based in London, Chris Kinder joined Columbia Threadneedle's UK high alpha team in February 2010. He co-manages the Threadneedle UK Absolute Alpha Fund and the Threadneedle UK Crescendo Fund and runs a number of high alpha mandates. Prior to joining Threadneedle he worked at RWC Partners. Kinder is a member of ICAEW (Institute of Chartered Accountants in England and Wales) and is a CFA Charterholder. He studied modern languages at Durham University and outside of work he enjoys tennis, rugby, soccer and skiing.

Objective

The aim of the Fund is to achieve capital growth by investing principally in equities of companies domiciled in the UK, or which have significant UK operations. If desirable, the Fund may further invest in other securities (including fixed interest securities, other equities and money market securities).

Showing fund performance in Luxembourg View performance globally

Performance

UK (All Companies) over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3%
2017 6.1% 4.8% -0.1% 0.2% 1.2%
2016 -2.9% -6.2% -5.5% 5.1% 4.3%
2015 11.3% 13.3% 1.8% -8.6% 5.6%
2014 10.3% 2.1% 3.4% 1.2% 3.3%
2013 22.1% 8.1% -2.0% 7.0% 7.7%
2012 19.8% 9.8% -0.7% 8.3% 1.4%
2011 -1.3% -1.9% -0.7% -9.8% 12.3%
2010 24.4% 7.9% -2.7% 7.8% 9.8%
2009 37.7% -3.5% 18.8% 12.7% 6.6%
2008 -45.7% -15.5% -0.5% -14.4% -24.7%
2007 0.9% 1.0% 5.3% -3.9% -1.4%
2006 16.6% 8.3% -1.8% 4.1% 5.4%
2005 24.6% 6.2% 6.2% 6.9% 3.4%
2004 11.5% 8.9% 0.3% -0.8% 2.9%
2003 8.3% -12.2% 12.5% 2.8% 6.7%
2002 -27.7% 2.8% -16.0% -15.2% -1.2%
2001 -7.8% -6.2% 4.5% -16.3% 12.4%
2000 -3.5% 3.9% -7.3% 6.6% -6.0%
1999 35.8% 14.0% 4.5% -2.7% 17.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/09/1985
  • Share Class size2,332Mn
  • Base currencyGBP
  • ISIN GB0001529782

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

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).