Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Threadneedle American Extended Alpha

Ranked 3 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Objective

The Fund aims to achieve above average capital growth.The Fund invests primarily in equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in markets other than in North America.Exposure to North American and other markets may be gained through both long and short positions.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 3/169 Total Return
  • Rank 157/169 Standard Deviation
  • Rank 111/169 Max Drawdown
Fund Name Currency Risk
155 DB Platinum IV Clinton Equity Strategies R1C-E EUR

11.0

156 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

11.3

157 Threadneedle American Extended Alpha EUR Ret Net A EUR

11.4

158 Rhenman Healthcare Equity L/S I1 EUR C EUR

11.6

159 Trias L/S Fund Class EUR EUR

11.7

Fund Name Currency Loss
109 Norron Select HC EUR Cap EUR

-5.6%

110 LM MC Japan Abs Alpha M (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.6%

111 Threadneedle American Extended Alpha EUR Ret Net A EUR

-5.7%

112 BSF European Opportunities Extension A2 EUR EUR

-5.7%

113 ABN AMRO Total Return Global Equities C EUR

-5.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 9.7% 8.2%
2017 11.5% 5.5% -3.2% 2.3% 6.7%
2016 9.0% -8.0% 0.6% 6.1% 10.9%
2015 15.9% 12.7% -2.5% -6.5% 12.9%
2014 22.3% -2.4% 6.0% 11.2% 6.3%
2013 25.9% 12.9% -0.3% 3.1% 8.5%
2012 12.8% 9.8% 2.5% 4.8% -4.3%
2011 10.7% 1.7% 0.0% -5.3% 15.0%
2010 16.2% 10.0% -3.4% -2.9% 12.6%
2009 33.4% -0.1% 10.9% 10.1% 9.5%
2008 -29.0% -14.4% 1.4% -2.7% -15.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Base currencyEUR
  • ISIN GB00B28CN800

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Columbia Threadneedle announces major Lux assets shift

Asset manager to transfer UK OEIC funds to Sicav equivalents.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).