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Threadneedle (Lux)-American Absolute Alpha AEH

Ranked 61 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle 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.

Amit Kumar

Amit Kumar is portfolio manager for the American Absolute Alpha Fund and the American Extended Alpha Fund at Columbia Threadneedle. He is also responsible for researching US companies across the consumer discretionary and technology sectors. Amit joined the company in 2014 as a senior portfolio analyst in the US Equities team. Before joining the company, Amit spent seven years with Artham Capital and Swiss Re Asset Management, where he worked as a research analyst. Prior to that, he spent nine years in the technology industry IBM, TCS and a number of tech start-up firms. Amit holds an MBA in Finance from Columbia Business School and a BSc in Technology from the Indian Institute of Technology. He also holds the Chartered Financial Analyst designation. Amit is also a published author whose work includes Short Selling: Finding Uncommon Short Ideas.

Objective

The American Absolute Alpha Portfolio seeks to achieve an absolute return. The Portfolio will principally invest in equity securities and equity related derivative contracts of corporate issuers headquartered in North America or exercising a predominant part of their activity in North America, and when determined appropriate, cash and Money Market Instruments. Secondarily, the Portfolio may invest in securities and derivatives related to corporate issuers headquartered outside North America.

Showing fund performance in Singapore View performance globally

Performance

Long/Short Equity over : 30/11/2017 - 30/11/2018
  • Rank 61/169 Total Return
  • Rank 11/169 Standard Deviation
  • Rank 22/169 Max Drawdown
Fund Name Currency Return
59 Anima Star High Potential Europe Prestige EUR

-1.8%

60 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

-2.0%

61 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

62 sentix Risk Return -A- R EUR

-2.0%

63 Frankfurter Stiftungsfonds R EUR

-2.2%

Fund Name Currency Risk
9 Lazard European Alternative C Acc EUR EUR

2.3

10 Pramerica SICAV - Long/Short Euro I EUR

2.4

11 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

11 BPI Global Invest Fd BPI Alt Fd Ibe Eq L/S Fd R EUR

2.5

13 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -0.7% 0.2%
2017 1.6% 0.9% 0.3% 0.9% -0.5%
2016 -4.6% -3.5% -1.5% 0.9% -0.6%
2015 2.0% -0.1% 2.3% -1.1% 0.8%
2014 -2.0% -2.2% -0.1% 0.9% -0.5%
2013 4.3% 0.6% -0.3% 2.2% 1.8%
2012 4.3% 3.0% 0.6% 0.6% 0.0%
2011 3.9% 1.5% 1.9% 0.1% 0.3%
2010 -0.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date15/06/2010
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0515763810
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Ashish Kochar and Amit Kumar say GDPR could actually be a good thing for tech firms.

Columbia Threadneedle strengthens US equity desk

Asset management firm announces pair of appointments designed to bolster team overseeing North America-focused strategies.

Riding the rails: star US equity duo reveal offbeat short bet

Columbia Threadneedle’s Neil Robson and Ashish Kochar outline how an ancillary play on the shale story helped power performance.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).