Threadneedle Global Focus Z Gr Acc GBP

Ranked 229 out of 816 in - Global over 3 months
All calculations are in GBP unless stated

Managed by

David Dudding

David Dudding is a senior portfolio manager at Columbia Threadneedle Investments, where he is the lead portfolio manager of the Global Focus strategy and co-manager of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.

Objective

The investment objective of the Fund is to achieve long-term capital growth.The Fund will invest primarily in a concentrated portfolio of global equities. This approach means that the ACD has the flexibility to take significant stock and sector positions, which may lead to increased levels of volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.7%
2018 5.9% -9.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/04/2018
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BF0Q8K85

Purchase Info

  • Min. initial investment1Mn

Charges

  • Annual management0.75%

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