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Ct Global Extended Alpha Fund Z Accumulation (0P00016KKB)

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2.66 -0.02    -0.65%
19/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United Kingdom
Issuer:  Threadneedle Investment Services Ltd
ISIN:  GB00BVV27H77 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 146.79M
Threadneedle Global Extended Alpha Fund Z Accumula 2.66 -0.02 -0.65%

Ct Global Extended Alpha Fund Z Accumulation Overview

 
On this page you'll find an in-depth profile of Ct Global Extended Alpha Fund Z Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00016KKB among other information.
Category

Global Large-Cap Growth Equity

Total Assets

146.79M

Expenses

0.89%

Inception Date

Apr 22, 2015

Investment Strategy

The Fund aims to achieve above average capital growth over the long term. It looks to outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and seeks to gain at least 75% of its investment exposure to shares of companies worldwide.

Contact Information

Address London EC4N 6AG
Zurich,London 8002
Switzerland
Phone +41 44 208 37 37
Fax +41 44 208 35 00

Top Executives

Name Title Since Until
Neil Robson Head 2012 Now
Biography Neil Robson is Head of Global Equities at Columbia Threadneedle Investments. He joined the company in 2011 as a portfolio manager within the Global Equities team and became head of the team in July 2017. He is the lead manager of the Threadneedle Global Select and Global Extended Alpha strategies and deputy manager of the Threadneedle Global Smaller Companies strategy. Before joining the company, Neil worked as a portfolio 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.
Ashish Kochar Portfolio Manager 2014 2021
Biography "Portfolio Manager Ashish Kochar took over responsibility for this Fund in September 2021, following the departure of Amit Lodha. Ashish Kochar joined Fidelity in September 2021. Prior to this role, Kochar was primarily the deputy portfolio manager from 2011 to 2014 and co-portfolio manager from 2014 to 2021 on Threadneedle Global Extended Alpha. He was also the sole and lead portfolio manager of Threadneedle American Select between 2017 and 2021, and Threadneedle American Extended Alpha between 2014 to 2021. He also worked at hedge fund manager North Sound Capital and stockbroker Merrill Lynch. Kochar has a Masters of Business Degree (The College of William and Mary),"
Jeremy Philip Elliot Podger Portfolio Manager 2011 2011
Biography Jeremy joined Fidelity in February 2012 and manages the Fidelity Global Special Situations Fund. He has been managing global funds since 1990. He joined from Threadneedle where he was Head of Global Equities and managed the Global Select Fund since 2003 and during his tenure managed a number of other retail and institutional funds including Global Extended Alpha Funds. Prior to that, Jeremy was a fund manager at Investec for 7 years and managed the Global Free Enterprise and Global Strategic Value Funds, which had similar objectives to those of Global Special Situations.
Andrew Holliman Portfolio Manager 2008 2011
Biography Andrew Holliman joined Polar Capital in August 2011 to establish the North American investment team and he set up the Global Equities team in 2012. He is lead manager of the North American Fund and the Global Alpha Fund. Prior to joining Polar Capital, he spent seven years at Threadneedle where he managed the highly rated US$2.5bn Threadneedle American Fund as well as a number of global funds including the Threadneedle Global Focus Fund and the Threadneedle and Columbia Global Extended Alpha Funds. Andrew began his investment career in 1997 as an analyst on the American and UK Smaller Caps teams at Baillie Gifford before becoming fund manager of the award winning American Fund. He graduated with a First Class BCom (Hons) in Business Studies from the University of Edinburgh, a MSc in Investment Analysis from the University of Stirling, and is a CFA Charterholder.
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