Threadneedle (Lux)-Global Focus W

Ranked 52 out of 752 in - Global over 12 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 Portfolio seeks to achieve capital appreciation by investing principally in a concentrated portfolio of equity securities of corporate issuers listed, domiciled or conducting a significant part of their business in developed and Emerging Market Countries. Secondarily, the Portfolio may invest in securities convertible into equity securities and/or warrants.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 4.1% -1.3% 9.3% 6.2% -9.1%
2017 19.3% 9.9% 4.7% -0.4% 4.2%
2016 18.0% 3.6% 9.3% 7.2% -2.8%
2015 7.4% 7.4% -5.4% -4.0% 10.1%
2014 13.0% -0.4% -0.1% 4.3% 8.8%
2013 26.0% 16.1% 0.7% -0.2% 8.1%
2012 8.8% 10.6% -7.7% 3.5% 3.1%
2011 -5.1% 2.4% 1.1% -14.2% 6.9%
2010 18.6% 10.5% -9.4% 8.6% 9.1%
2009 17.9% -8.5% 2.6% 19.8% 4.9%
2008 -22.3% -11.5% -0.2% -9.1% -3.2%
2007 11.9% 1.8% 5.1% 1.8% 2.7%
2006 4.2% 8.1% -6.7% -0.7% 4.0%
2005 33.7% 1.1% 7.7% 14.4% 7.3%
2004 8.6% 1.0% -0.1% 1.5% 6.0%
2003 12.2% -1.8% 7.7% 3.4% 2.6%
2002 -31.9% 0.0% -17.0% -18.6% 0.8%
2001 -22.7% -15.2% 3.4% -24.0% 16.0%
2000 -5.9% 3.1% 1.7% -0.2% -10.0%
1999 35.1% 4.6% 8.6% -6.3% 27.0%
1998 24.1% 11.8% 7.6% -15.2% 21.7%
1997 11.8% 3.7% 10.8% 4.0% -6.4%
1996 1.5% 6.3% 1.8% -0.3% -6.0%
1995 24.0% -1.2% 9.0% 8.4% 6.2%
1994 -5.2% -3.2% -1.0% 0.2% -1.4%
1993 -1.4% 6.1% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Italy
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Portugal
  12. Sweden
  13. Switzerland
  14. United Arab Emirates
  15. United Kingdom

Fund Info

  • Launch date31/03/1993
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU0042999655

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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