Threadneedle UK Select Fund Institutional Income GBP (0P00000R1N.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 09:00PM BST
Threadneedle UK Select Fund Institutional Income GBP
Dreikönigstrasse 31a
London EC4N 6AG
Management information
Mark Westwood,Lead manager since 1 October 2006
Mark Westwood joined the company in 2006 as a portfolio manager in the UK equities team. He manages the Threadneedle UK Select Fund and co-manages the Threadneedle UK Absolute Alpha Fund. He also has research responsibility for the mining and other financials sectors.
He started his fund management career in 1998 with Legg Mason before moving to Morley in 2005.
Mark graduated with a BSc (Hons) in materials science from Manchester University. He also holds a PhD in materials science and is an associate member of the Institute of Investment Management and Research.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryUK Large-Cap Blend Equity
Fund familyThreadneedle Investment Services Ltd
Net assets257.55M
YTD return8.58%
Yield2.18%
Morningstar rating★★★
Inception date31 Aug 1972
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover231.00%
Average for categoryN/A
Fees and expenses
Expense0P00000R1N.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.