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天利英國股票收入基金 Ret Inc(0P00000R1B)

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1.06 -0.01    -0.64%
20/12 - 延遲資料. GBP 貨幣
種類:  基金
市場:  英國
發行者:  Threadneedle Investment Services Ltd
國際證券識別碼(ISIN):  GB0001448900 
資產類別:  股票
  • 晨星評級:
  • 總資產: 136.13M
Threadneedle UK Equity Income Fund Retail Income G 1.06 -0.01 -0.64%

0P00000R1B綜觀

 
你可在本頁找到深入的天利英國股票收入基金 Ret Inc公司檔案,包括0P00000R1B的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

UK Equity Income

總資產

136.13M

費用

1.59%

基金成立

1985年9月30日

投資策略

本基金主要通過投資於英國股票市場,以達高於金融時報普通指數的收入回報的目標。

聯絡資訊

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

主要管理層

名稱 主旨 成立於 直至
Jeremy A. Smith Portfolio Manager 2022 now
自傳 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
自傳 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
自傳 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
自傳 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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