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Ct Uk Institutional Fund Institutional Accumulation Gbp (0P0000131I)
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2.34
+0.02
+0.70%
14/11 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
Threadneedle Investment Services Ltd
ISIN:
GB0001451615
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 123.29M
Threadneedle UK Institutional Fund Institutional A
2.34
+0.02
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
Ct Uk Institutional Fund Institutional Accumulation Gbp Overview
On this page you'll find an in-depth profile of Ct Uk Institutional Fund Institutional Accumulation Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P0000131I among other information.
Investment Strategy
The Fund aims to achieve capital growth 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 shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.
Contact Information
Address
London EC4N 6AG
Zurich,London 8002
Switzerland
Zurich,London 8002
Switzerland
Phone
+41 44 208 37 37
Fax
+41 44 208 35 00
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sonal Sagar | Portfolio Manager | 2023 | Now |
| Biography | Sonal Sagar is a fund manager on the UK equities team with responsibility for researching UK companies in the leisure, healthcare and life insurance sectors. She is the lead manager of the CT UK Sustainable Equity Fund as well as deputy portfolio manager on a number of institutional and core mandates, in addition to the CT UK Institutional Fund. Prior to this, Sonal worked at Jefferies International latterly covering European Aerospace & Defence and before this European Pharmaceuticals. Before Jefferies she was at Nomura International as an analyst in Equity Capital Markets. Sonal holds the Chartered Financial Analyst designation and a BSc in Economics, Politics and International Studies from the University of Warwick. | ||
| Jeremy A. Smith | Portfolio Manager | 2016 | Now |
| Biography | "Jeremy Smith joined the company in 2015 as a portfolio manager and Head of UK Equity Research. He manages the Threadneedle UK Opportunities Fund, the Threadneedle UK Institutional Fund and a number of core institutional portfolios. He also has research responsibility for the oil services and support services sectors, as well as responsibility for leading the UK research team. He 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, Jeremy 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). " | ||
| Chris Kinder | Portfolio Manager | 2014 | 2018 |
| Biography | 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. | ||
| Leigh Harrison | Head of Equities, Europe, and Head of UK Equities | 2014 | 2016 |
| Biography | 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. | ||
| Simon Brazier | - | 2011 | 2014 |
| Biography | Simon is Co-Head of Quality at Ninety One. He is a portfolio manager with a focus on UK equities, and manager of the UK Alpha Fund and the Luxembourg domiciled GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office. Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over twenty years, having started his career with Schroders in 1998. Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate. | ||
| James Thorne | Portfolio Manager | 2013 | 2014 |
| Biography | James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is lead manager of the CT UK Smaller Companies Fund, deputy manager of the CT UK Sustainable Equity Fund and co-manager of the CT UK Mid 250 Fund as well as for a range of small and mid-cap institutional portfolios. He has previously held responsibility for a range of sectors for the wider team including chemicals and technology. 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. | ||
| Daniel Vaughan | - | 2011 | 2013 |
| Dominic Baker | Head | 2007 | 2011 |
| Biography | Baker is the head of the global telecom research teams and started managing the Fund since 2003. He joined Threadneedle in 2000. Prior to that, he was an Analyst and Portfolio Manager at Framlington Investment Management from 1992 to 2000. | ||
| David . Baker | Other Executives | 1997 | 2007 |
| Biography | David proves BGA with particular expertise in economic and financial research, credit analysis and investment strategies. | ||
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