Threadneedle Managed Eq Focused Z Acc (FUND:BRTM3H3) - Fund price

Fund Report

Threadneedle Managed Equity Focused Fund Z Accumulation GBP

Name of CompanyThreadneedle Investment Services Ltd
Fund CompanyColumbia Threadneedle
AddressCannon Place, 78 Cannon Street
London EC4N 6AG
London EC4N 6AG
United Kingdom
DomicileUnited Kingdom
Legal StructureUnit Trust
Inception Date16/12/2014

Fund Advisor(s)

Threadneedle Asset Management Limited
Fund ManagerAlex Lyle
Manager Start Date01/04/2008
EducationUniversity of Oxford, M.A.
BiographyAlex Lyle is Head of Managed Funds, EMEA. In this role he takes responsibility for a large number of the company’s managed funds, is a member of the Asset Allocation Committee and is a key investment contact between the company and a number of its major clients. He joined the company in 1994 and was appointed Joint Head of UK / European Equity teams in 1999 and became Head of Managed Funds in 2003. Alex started his career at Hambros Bank’s¹ Unit Trust Division, which was acquired by Allied Dunbar² in 1981 and subsequently became part of Threadneedle Asset Management Limited in 1994. He managed UK equity portfolios for more than 20 years. He has a degree in Geography from Oxford University.
Fund ManagerMark Burgess
Manager Start Date01/01/2011
Education1986, Keele University, B.A.
BiographyMark is Deputy Global Chief Investment Officer and Chief Investment Officer, EMEA. In his role he is responsible for the investment performance for all EMEA investment strategies and supports the leadership and oversight of our investment strategies globally. He is a statutory Board member and joined the company in November 2010. In 2018 Mark was awarded Financial News Investment Leader of the Year.   Prior to joining the company Mark was Head of Equities at Legal and General Investment Management.   Before joining LGIM, Mark held senior roles at Morgan Grenfell Asset Management and Deutsche Asset Management.   He gained a degree in Economics and Philosophy from Keele University and is an associate of the Institute of Investment Management and Research. He is Chair of the IA Investment Committee and a Director of the Investor Forum. Mark has a number of charitable interests and as such is Chairman of LIFEbeat, a trustee of Access Sport and an associate trustee of the Great Ormond Street Hospital Children’s Charity.
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