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Ct Us Equity Income Fund Z Income Gbp (0P00017VK5)
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04/11 - Delayed Data. Currency in GBP
- Morningstar Rating:
- Total Assets: 6.38M
Type:
Fund
Market:
United Kingdom
Issuer:
Threadneedle Investment Services Ltd
ISIN:
GB00BZ563P30
Asset Class:
Equity
Threadneedle US Equity Income Fund Z Income GBP
2.45
-0.01
-0.51%
- Overview
- Profile
- Historical Data
- Holdings
0P00017VK5 Overview
On this page you'll find an in-depth profile of Ct Us Equity Income Fund Z Income Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P00017VK5 among other information.
Investment Strategy
The Fund aims to provide income combined with prospects for capital growth over the long term. It looks to provide an income yield higher than the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in the shares of companies domiciled in the United States of America (US), or which have significant US 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 |
|---|---|---|---|
| Benedikt Blomberg | - | 2020 | Now |
| Biography | Benedikt Blomberg is a portfolio analyst on the U.S. Equities Team at Columbia Threadneedle Investments. Prior to his current role, Mr. Blomberg was a senior analyst for centralized fundamental research, responsible for analyzing stocks in the defense and auto sectors. Mr. Blomberg joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Mr. Blomberg was a quantitative programmer and trader for Fort Orange Capital Management. Mr. Blomberg began his career as an analyst with Paradigm Capital Management. He has been a member of the investment community since 1996. Mr. Blomberg received a B.S. from the University of Muenster, in Germany, and an M.S. from Union College. He is a member of the Boston Security Analysts Society and the CFA Institute. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Nadia Grant | Portfolio Manager | 2016 | 2020 |
| Biography | Nadia is responsible for BNPP AM’s Global Equity team based in London and Paris. Nadia’s career spans 22 years and she joins from Capital Group, where she was a portfolio manager within the Capital Solutions Group responsible for global multi-asset solutions. She was previously Columbia Threadneedle’s EMEA-based Head of US Equities, prior to which she held various portfolio management roles at JP Morgan Asset Management. She began her career as an analyst at JP Morgan investment bank. Nadia holds a Master’s in Finance from Neoma Business School and is a Chartered Financial Analyst. | ||
| Diane L. Sobin | Senior Equity Portfolio Manager, Managing Director | 2016 | 2017 |
| Biography | Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance. | ||
| Marcus Chandler | Analyst | 2011 | 2011 |
| Biography | Marcus Chandler, Vice President, UK equity portfolio manager focusing on income funds. Prior to joining Credit Suisse, Marcus spent a year working with Graham Ashby at the London based asset management firm Sarasin Chiswell as a UK portfolio manager and co-manager on Sarasin Chiswell's International Equity Income Fund. He also spent two years in the London office of HgCapital, a pan-European private equity firm, focusing mainly on buyout investments in the healthcare sector, and two years as an analyst with Merrill Lynch Investment Managers (now BlackRock). Marcus holds a BA (Hons) in Physics and Philosophy and MSt in Philosophy from Oxford University. He is also a CFA charterholder. | ||
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