Threadneedle Specialist Investment Fund - Threadneedle Global Extended Alpha Net Z GBP Acc

Buy/Sell Price  (as of 21/10/2016) £1.2481   Day Change :  0.36%     Fund Code:  THXZA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Neil Robson joined Threadneedle in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the Threadneedle American Extended Alpha Fund and the Threadneedle American Absolute Alpha Fund. Before joining the company, Neil worked as a fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009. Neil has an Economics degree from the University of Bristol.


Ashish Kochar joined the Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010 as a Portfolio Manager. He also heads the consumer staples sector research team. He joined the company from a Tiger Cub hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.
Investment HouseColumbia Threadneedle
Fund ProviderThreadneedle Investment Services Ltd
ManagerNeil Robson   Biography
ManagerAshish Kochar   Biography

Fund Objective The aim of the Fund is to grow the amount you invested.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £1.25
12-Month NAV Low £0.88
Fund Comparative IndexMSCI ACWI GR USD
Morningstar CategoryTMGlobal Large-Cap Growth Equity
Dividend FrequencyYearly
Historic Yield -

Annual Charges

Morningstar ratings

 as of  30/09/2016
Overall4 star
3 Years4 star
5 Years4 star
10 YearsN/A

Growth of £1000 Help

 as of  21/10/2016

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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