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CT UK Equity Income Fund Z Income GBP (0P0000X3IP)

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1.68 -0.02    -1.15%
17/12 - 延迟数据. GBP 货币
类型:  基金
市场:  英国
ISIN:  GB00B8169Q14 
资产类别:  股票
  • 晨星评级:
  • 总资产: 647.08M
Threadneedle UK Equity Income Fund Z Income GBP 1.68 -0.02 -1.15%

0P0000X3IP概述

 
本页面提供CT UK Equity Income Fund Z Income GBP的详细介绍,帮助您了解0P0000X3IP的高管、总资产、投资策略和联系方式等信息。
种类

UK Equity Income

总资产

647.08M

费用

0.82%

开始日期

2012年10月1日

投资策略

本基金主要通过投资於英国股票市场,以达高於金融时报普通指数的收入回报的目标。

联络信息

地址 London EC4N 6AG
Zurich,London 8002
Switzerland
电话 +41 44 208 37 37
传真 +41 44 208 35 00

高管

名称 标题 任期
Jeremy A. Smith Portfolio Manager 2022 now
背景介紹 Jeremy Smith is Co-Head of UK Equities and a portfolio manager at Columbia Threadneedle Investments, having joined the company in 2015. He manages the CT UK Growth & Income Fund, CT UK Equity Income Fund and the CT UK Equity Alpha Income Fund. Jeremy is also Head of UK Equity Research and has research responsibility for the oil services and support services sectors. Jeremy has over 20 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, he worked as a portfolio manager with responsibility for a range of UK equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors. Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
Richard Colwell Portfolio Manager 2010 2022
背景介紹 Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors. Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England. Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.
Leigh Harrison Head of Equities, Europe, and Head of UK Equities 2006 2015
背景介紹 Leigh Harrison is Head of Equities, Europe and Head of UK Equities at Columbia Threadneedle Investments. In this role he has overall responsibility for the management and performance of the company’s European and UK equity products. He also co-manages the Threadneedle UK Equity Alpha Income Fund and the Threadneedle UK Equity Income Fund, as well as a number of institutional mandates. Before joining the company Leigh was Head of UK equities at Credit Suisse Asset Management and SLC, where he built an outstanding reputation for UK equity income products. He has also held the positions of Associate Director at Rowan Dartington and Director at Hill Samuel Investment Management, where he focused on UK smaller company funds. Leigh holds a BA (Hons) from Nottingham University and an MSc from University College, London. He is also a Member of the Securities Institute.
Chris White Director 2002 2006
背景介紹 Chris White, joined Premier Asset Management in November 2010 to manage UK income funds and has over 25 years of investment management experience. Chris manages the Premier Income, Premier Monthly Income and Premier UK Growth Funds and is also co-fund manager of the Premier Optimum Income Fund. Previously, he was with Threadneedle for 7 years as a Director of UK Income Funds. Chris started his career with Robson Rhodes and has also worked for Charterhouse Tilney and Legg Mason as an investment manager. He holds an honours degree in Economics and is a member of the Chartered Institute for Securities & Investment and the CFA.
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