Threadneedle UK RNA GBP Acc (GB00BPZ55G51.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Threadneedle UK RNA GBP Acc
Dreikönigstrasse 31a
London EC4N 6AG
Management information
Chris Kinder,Lead manager since 10 September 2014
Chris Kinder joined the company as a portfolio manager in the UK equities team in 2010. His main responsibilities are the management of the Threadneedle UK Fund and Threadneedle UK Extended Alpha Fund, the co-management of the Threadneedle UK Absolute Alpha Fund and the co-management of a number of institutional portfolios. He is also responsible for coverage of the aerospace and defence, oil services, mining and banking sectors and for idea generation for the wider UK equity team.
Before joining the company Chris was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis. Chris is a qualified chartered accountant, having worked at PricewaterhouseCoopers for four years before joining the investment management industry.
Chris holds a degree in Modern European Languages from Durham University. He also holds the Chartered Financial Analyst designation.
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 Large-Cap Blend Equity
Fund familyThreadneedle Investment Services Ltd
Net assetsN/A
YTD return0.77%
Yield1.68%
Morningstar ratingN/A1
Inception date10 Sept 2014
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover163.00%
Average for categoryN/A
Fees and expenses
ExpenseGB00BPZ55G51.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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