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Threadneedle Global Extended Alpha

Ranked 59 out of 375 in - Global 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.

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.The 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 in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 7.2% 5.4%
2017 15.1% 6.0% 0.6% 1.6% 6.3%
2016 2.9% -8.3% 3.1% 4.3% 4.4%
2015 16.2% 16.9% -2.4% -8.1% 10.8%
2014 17.7% -1.5% 4.5% 7.8% 6.2%
2013 28.4% 12.9% 0.4% 4.6% 8.2%
2012 11.9% 10.7% -6.0% 8.0% -0.5%
2011 0.0% 0.6% 0.2% -8.3% 8.2%
2010 23.9% 10.8% -0.8% 1.9% 10.6%
2009 30.7% -3.7% 13.1% 12.1% 7.1%
2008 -20.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date09/07/2008
  • Share Class size385Mn
  • Base currencyUSD
  • ISIN GB00B3B0FG02

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.75%

Related News

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Asset manager to transfer UK OEIC funds to Sicav equivalents.

Columbia Threadneedle strengthens US equity desk

Asset management firm announces pair of appointments designed to bolster team overseeing North America-focused strategies.

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