Threadneedle UK Eq Alpha Inc RN GBP (F0GBR06SVT.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Threadneedle UK Eq Alpha Inc RN GBP
Dreikönigstrasse 31a
London EC4N 6AG
Management information
Leigh Harrison,Lead manager since 7 May 2006
Leigh Harrison is Head of Equities, Europe and Head of UK Equities at Columbia Threadneedle Investments. In this role he has overall responsibility for the management and performance of the company’s European and UK equity products. He also co-manages the Threadneedle UK Equity Alpha Income Fund and the Threadneedle UK Equity Income Fund, as well as a number of institutional mandates.
Before joining the company Leigh was Head of UK equities at Credit Suisse Asset Management and SLC, where he built an outstanding reputation for UK equity income products.
He has also held the positions of Associate Director at Rowan Dartington and Director at Hill Samuel Investment Management, where he focused on UK smaller company funds.
Leigh holds a BA (Hons) from Nottingham University and an MSc from University College, London. He is also a Member of the Securities Institute.
Morningstar style box
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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 Equity Income
Fund familyThreadneedle Investment Services Ltd
Net assets368.62M
YTD return5.19%
Yield4.52%
Morningstar rating★★★
Inception date7 May 2006
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover212.00%
Average for categoryN/A
Fees and expenses
ExpenseF0GBR06SVT.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 load3.75%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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