MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to increase the value of your investment over the long term. It looks to outperform the FTSE 250 ex Investment Trusts Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly UK companies. The Fund selects companies considered to have good prospects for share price growth, from any industry or economic sector, focusing on companies included within the FTSE 250 ex Investment Trusts Index. The FTSE 250 ex Investment Trusts Index currently comprises approximately 200 companies (excluding Investment Trusts) listed on the London Stock Exchange and is regarded as an appropriate performance measure of medium sized UK companies. It provides a suitable target benchmark against which the Fund performance will be measured and evaluated over time. The Fund is relatively concentrated, and typically invests in fewer than 55 companies, which may include shares of some companies not within the Index. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

Fund Managers

James Thorne

James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Sustainable Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund along with a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for the chemicals and technology sectors.James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i.He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.

Craig Adey

Craig Adey is an analyst on the UK equities team with responsibility for researching distributors, UK banks, gaming and non-life insurance companies. He is deputy portfolio manager of the Threadneedle UK Smaller Companies Fund and a number of institutional mandates. He previously worked in the client portfolio manager role for the desk and was responsible for providing clients, prospective clients and consultants with detailed information on the company’s UK equity capabilities and investment views. Before joining the UK equities team in 2014, Craig was part of the oversight team that manages the relationship with Threadneedle’s outsourced service providers.Craig holds a First Class Honours degree in International Business, Finance and Economics from the University of Manchester. Craig holds the Chartered Financial Analyst designation and also the Investment Management Certificate.