Threadneedle (Lux)-European Select AE

Ranked 38 out of 113 in - Europe Excluding UK over 36 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.

Benjamin Moore

Benjamin Moore is a portfolio manager within the European equities team at Columbia Threadneedle and he has co-managed the Threadneedle European Select strategy since April 2019. He joined the European equities team in 2015 as an equity analyst, with responsibility for researching small-cap European companies. In this role, he was also deputy portfolio manager of the Threadneedle European Smaller Companies strategy. Before joining the company, he spent six years with Goldman Sachs, where he worked as an equity research analyst within the European mid-cap team, covering companies across a range of industry sectors. He holds an MA in the history of art from the University of Cambridge and studied music at the University of the Arts, Berlin. He also holds the Chartered Financial Analyst designation.

Objective

The European Select Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of companies domiciled in Continental Europe or which have significant Continental European operations. These may include large, medium and smaller companies.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2016 - 31/05/2019
  • Rank 38/113 Total Return
  • Rank 24/113 Standard Deviation
  • Rank 36/113 Max Drawdown
Fund Name Currency Return
36 Threadneedle European Select Ret Net Acc GBX GBP

35.8%

37 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

35.6%

38 Threadneedle (Lux)-European Select AE GBP

35.1%

39 Quilter Investors Europe Equity Growth A Acc GBP

34.8%

40 Newton Continental European GBP Inc GBP

34.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -10.9% -3.7% 4.2% 2.1% -13.0%
2017 18.5% 6.8% 5.7% 3.2% 1.7%
2016 12.0% 1.0% 4.8% 6.6% -0.8%
2015 10.3% 12.9% -6.8% -1.1% 5.9%
2014 2.4% 2.1% -0.4% -2.9% 3.6%
2013 7.2% 12.0% -0.8% -5.1% 1.7%
2012 -5.4% -0.9% 3.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Pernod Ricard SA ORD 5.08%
Unilever NV DR 5.06%
Dassault Systemes SE ORD 4.79%
Relx PLC ORD 4.78%
Adidas AG ORD 4.23%
IMCD NV ORD 4.19%
Sampo Oyj ORD 4.09%
L'Oreal SA ORD 4.06%
Brenntag AG ORD 3.69%
Davide Campari Milano SpA ORD 3.49%
30/04/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date18/01/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0713326832

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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