CT (Lux) UK Equity Income ZEH (0P00018QHS.F)
Frankfurt - Frankfurt Delayed Price. Currency in EUR
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CT (Lux) UK Equity Income ZEH
L-2661 Luxembourg
44 rue de la Vallée
+44 (0)20 7464 5437
Management Information
Jeremy A. Smith,Lead Manager since November 18, 2022
"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).
"
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyThreadneedle Management Luxembourg S.A.
Net AssetsN/A
YTD Return1.67%
Yield0.00%
Morningstar RatingN/A1
Inception DateApr 24, 2019
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P00018QHS.FCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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