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Threadneedle UK Fund Z Accumulation GBP (0P0000X3IR.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
193.340.00 (0.00%)
At close: 08:00PM GMT
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Threadneedle UK Fund Z Accumulation GBP

Dreikönigstrasse 31a

London EC4N 6AG

Management Information
Chris Kinder,Lead Manager since September 11, 2014
Chris Kinder joined the company in 2010 as a portfolio manager in the UK equities team. His main responsibilities are the management of the Threadneedle UK Fund, the Threadneedle UK Extended Alpha Fund, and co-management of the Threadneedle UK Absolute Alpha Fund. He also has research responsibility for the housebuilders, retail, media and oil services sectors.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 4 years before joining the investment management industry.Chris has a degree in Modern European Languages from Durham University and 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. When 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 Assets1.85B
YTD Return-12.56%
Yield2.57%
Morningstar Rating★★
Inception DateOct 1, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover163.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000X3IR.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 Load3.00%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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