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 All-Share 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 a concentrated portfolio of shares of companies listed on the London Stock Exchange; predominantly UK companies. The Fund selects companies in which the fund manager has a high conviction that the current share price does not reflect the growth prospects for that business. These companies may be of any size, from any industry or economic sector, with significant sector and share weightings taken at the fund manager’s discretion. The FTSE All-Share Index is regarded as an appropriate performance measure of the UK stock market, with over 600 companies currently included. It provides a suitable target benchmark against which Fund performance will be measured and evaluated over time. The Fund typically invests in fewer than 50 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

Chris Kinder

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.