CT UK Equity Alpha Inc Ins Inc (0P000069TA.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 09:00PM BST
CT UK Equity Alpha Inc Ins Inc
London EC4N 6AG
Cannon Place, 78 Cannon Street
44-20-7464-5000
Management information
Jeremy A. Smith,Lead manager since 18 November 2022
"Jeremy Smith joined the company in 2015 as a portfolio manager and Head of UK Equity Research. He manages the Threadneedle UK Opportunities Fund, the Threadneedle UK Institutional Fund and a number of core institutional portfolios. He also has research responsibility for the oil services and support services sectors, as well as responsibility for leading the UK research team.
He has over 20 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, Jeremy worked as a portfolio manager with responsibility for a range of UK Equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors.
Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
"
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
CategoryN/A
Fund familyThreadneedle Investment Services Ltd
Net assets130.17M
YTD return2.01%
Yield3.87%
Morningstar rating★★★
Inception date8 May 2006
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover212.00%
Average for categoryN/A
Fees and expenses
Expense0P000069TA.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/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.