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THREADNEEDLE UK EQUITY FUND RANGE GROWTH …

THREADNEEDLE UK FundCORE FUNDMID-CAP EXPOSUREHIGH CONVICTIONENHANCED ALPHAABSOLUTE RETURNST hreadneedle UK Mid 250 FundThreadneedle UK Select FundThreadneedle UK Extended Alpha FundThreadneedle UK Absolute Alpha FundSUSTAINABLE INVESTINGT hreadneedle Ethical UK EQUITY FundSMALLER companies EXPOSURET hreadneedle UK smaller companies FundUNCONSTRAINEDT hreadneedle UK GROWTH & Income FundTHREADNEEDLE UK EQUITY FUND RANGE GROWTH STRATEGIES2 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesINVESTING IN UK EQUITIESThe broad RANGE of businesses on offer and the familiarity of many of the companies featured make the UK market an attractive option for novices and highly sophisticated investors UK EQUITY team takes a collaborative approach to investing, primarily focusing on bottom-up stock fundamentals, while also leveraging the wider macro and thematic resources from across the investment teams at Columbia THREADNEEDLE Investments.

7 Threadneedle UK Equity Fund Range | Growth Strategies UK Fund UK Growth and Income Fund UK Select Fund UK Smaller Companies Fund Ethical UK Equity Fund

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Transcription of THREADNEEDLE UK EQUITY FUND RANGE GROWTH …

1 THREADNEEDLE UK FundCORE FUNDMID-CAP EXPOSUREHIGH CONVICTIONENHANCED ALPHAABSOLUTE RETURNST hreadneedle UK Mid 250 FundThreadneedle UK Select FundThreadneedle UK Extended Alpha FundThreadneedle UK Absolute Alpha FundSUSTAINABLE INVESTINGT hreadneedle Ethical UK EQUITY FundSMALLER companies EXPOSURET hreadneedle UK smaller companies FundUNCONSTRAINEDT hreadneedle UK GROWTH & Income FundTHREADNEEDLE UK EQUITY FUND RANGE GROWTH STRATEGIES2 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesINVESTING IN UK EQUITIESThe broad RANGE of businesses on offer and the familiarity of many of the companies featured make the UK market an attractive option for novices and highly sophisticated investors UK EQUITY team takes a collaborative approach to investing, primarily focusing on bottom-up stock fundamentals, while also leveraging the wider macro and thematic resources from across the investment teams at Columbia THREADNEEDLE Investments.

2 Our UK EQUITY team s investment philosophy places valuation at the heart of the process, exploiting short-term market volatility to capture longer-term valuation team manages a variety of UK EQUITY strategies , including core, alpha, high alpha, income, mid 250, smaller companies , long-short and ethical UK EQUITY PHILOSOPHY nWe believe that markets are inefficient. nWe place valuation at the heart of our investment process. n We use short-term volatility in the market to exploit the long-term valuation opportunity. n By constructing a diversified portfolio we seek to deliver consistent and strong risk adjusted returns through the cycle. Capital GROWTH should be a key requirement for any investor s portfolio. We believe our compelling suite of UK GROWTH funds cater to a RANGE of risk appetites.

3 UK Equities Desk3 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesWHY COLUMBIA THREADNEEDLE INVESTMENTS? n Large and experienced team - our UK EQUITY team includes 10 investment professionals with an average of 16 years experience, a client portfolio manager and two dedicated dealers. The team has over 21bn of assets under management* n Balanced risk approach - central to all parts of the investment process and independently monitored by a dedicated risk team n Collaborative approach - the investment process of each fund in the RANGE leverages the stock ideas generated by the team as well as our wider macro and thematic thinking n Strong track record - 97% of our actively managed UK EQUITY strategies have outperformed over 10 years ** *Source: Columbia THREADNEEDLE Investments as at **Source: Columbia THREADNEEDLE Investments as at Total UK EQUITY funds managed by THREADNEEDLE Asset Management Limited outper-forming their relevant benchmark (Peer group or index), in GBP, including segregated accounts/portfolios, weighted by AUM.

4 Fund performance rela-tive to peer group median (source: Morningstar) calculated using official prices with income reinvested, net of assumed fees and expenses excluding initial charges. Fund performance relative to index is gross of total expenses using global close authorised valuations based on in-house calculated transactions with cash flow at start of day. Past performance is not a guide to future UK EQUITY GROWTH ? Investors with a long-term time horizon and no need for regular income often opt for GROWTH funds. Because these funds do not have a yield target, they can invest more of their capital in areas of the market that pay lower dividends. This gives them the potential to deliver strong GROWTH via share price appreciation. 4 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesOUR UK EQUITY GROWTH FUNDSCORE FUND THREADNEEDLE UK FundMID-CAP EXPOSURE THREADNEEDLE UK Mid 250 Our experienced and resourced UK EQUITY team manage a broad RANGE of GROWTH strategies .

5 Our UK GROWTH funds are managed for total return using a research-driven approach to identify the best opportunities for our porfolios. Chris Kinder, Fund ManagerSMALLER companies EXPOSURET hreadneedle UK smaller CompaniesHIGH CONVICTION THREADNEEDLE UK SelectUNCONSTRAINED THREADNEEDLE UK GROWTH & IncomeSUSTAINABLE INVESTING THREADNEEDLE Ethical UK EquityENHANCED ALPHA THREADNEEDLE UK Extended AlphaABSOLUTE RETURN THREADNEEDLE UK Absolute Alpha5 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesIA SECTORACTIVE SHARE*INDEXTYPICAL NO OF HOLDINGSTRACKING ERROR (3 YR)RATINGS**UK All CompaniesTHREADNEEDLE UK SELECTHigh convictionFocused, best ideas WestwoodFTSE All-Share Total ReturnUK smaller CompaniesTHREADNEEDLE UK smaller COMPANIESS maller companies exposureBalanced GROWTH with strong valuation ThorneNumis Small Co ex IT IndexJames ThorneTargeted Absolute ReturnTHREADNEEDLE UK ABSOLUTE ALPHAA bsolute returnsAims to generate returns irrespective of market conditions60-75 Westwood & Chris KinderN/AChris KinderUK All CompaniesTHREADNEEDLE UK FUNDCore FundMainstream UK fund KinderChris KinderFTSE All-Share Total ReturnFUND MANAGER(S)

6 James ThorneUK All CompaniesTHREADNEEDLE ETHICAL UK FUNDS ustainable InvestingConcentrated, socially responsible investment Fund 30-60N/AN/AJames ThorneMSCI UK IMI extended SRIUK All CompaniesTHREADNEEDLE UK EXTENDED ALPHAE nhanced alphaFlexible long/short strategy fund70-80 KinderFTSE All-Share Total ReturnChris KinderUK All CompaniesTHREADNEEDLE UK MID 250 Mid-cap exposureConcentrated, quality GROWTH bias Thorne& Philip MacartneyFTSE 250x Investment Trusts Total ReturnJames ThorneUK All CompaniesTHREADNEEDLE UK GROWTH & INCOMEU ncontrainedUnconstrained, contrarian bias ColwellFTSE All-Share Total ReturnRichard ColwellSource: Columbia THREADNEEDLE Investments. *Active Share as at **Ratings as at Past performance is not a guide to future performance.

7 The fund characteristics described above are internal guidelines (rather than limits and controls). They do not form part of the fund s objective and policy and are subject to change without notice in the future. All intellectual property rights in the brands and logos set out in this slide are reserved by respective WestwoodMark Westwood6 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesUK EQUITIES TEAM EXPERIENCED AND RESOURCEDRICHARD COLWELLHead of UK Equities 26 years experienceCRAIG ADEYA nalyst 5 years experienceJONATHAN BARBERI ncome 26 years experienceSTACEY CASSIDYA nalyst 8 years experienceSource: Columbia THREADNEEDLE Investments as at PHILIP MACARTNEY Absolute and Mid Cap 9 years experienceDOMINIC YOUNGER Client Portfolio Analyst 4 years experienceJEREMY SMITHCore, Income and Head of Research 22 years experienceJAMES THORNES mall and Mid Cap 18 years experienceMARK WESTWOODHigh Alpha and Absolute 18 years experienceCHRIS KINDERCore, Alpha and Absolute 15 years experienceSONAL SAGARA nalyst 11 years experienceCAROLINE CANTORC lient Portfolio Manager 7 years experience7 THREADNEEDLE UK EQUITY Fund RANGE | GROWTH StrategiesUK FundUK GROWTH and Income FundUK Select FundUK smaller companies FundEthical UK EQUITY FundUK Absolute Alpha FundUK Extended Alpha FundUK Mid 250 FundInvestment risk.

8 The value of investments can fall as well as rise and investors might not get back the sum originally invested 33333333 Currency risk: Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments 3333333No Capital Guarantee: Positive returns are not guaranteed and no form of capital protection applies3 Counterparty Risk: The fund may enter into financial transactions with selected counterparties. Any financial difficulties arising at these counterparties could significantly affect the availability and the value of fund assets33 Liquidity Risk: The fund holds assets which could prove difficult to sell. The fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities3 Effect of Portfolio Concentration: The Fund has a concentrated portfolio (holds a limited number of investments and/or has a restricted investment universe) and if one or more of these investments declines or is otherwise affected, it may have a pronounced effect on the fund s value33 Valuation Risk: The fund s assets may sometimes be difficult to value objectively and the actual value may not be recognised until assets are sold33 Short Selling Risk: Short selling intends to make a profit from falling prices.

9 However if the value of the underlying investment increases, the value of the short position will decrease. The potential losses are unlimited as the prices of the underlying investments can increase very significantly in a short space of time33 Investment in Derivatives: The Investment Policy of the fund allows it to invest materially in Risk: Leverage amplifies the effect that a change in the price of an investment has on the fund s value. As such, leverage can enhance returns to investors but can also increase losses, including losses in excess of the amount invested33 Derivatives for EPM / Hedging: The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions333333 Volatility Risk: The fund may exhibit significant price volatility333333 High Volatility Risk: The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used.

10 This means that the fund s value is likely to fall and rise more frequently and this could be more pronounced than with other funds33 KEY RISKSTo find out more visit call 0800 953 0134**Please note. We record calls for your protection and to improve our standardsTo find out more visit Information For internal use by Professional and/or Qualified Investors only (not to be used with or passed on to retail clients). Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. THREADNEEDLE Investment Funds ICVC ( TIF ) is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UCITS scheme.


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