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Threadneedle (Lux)-American Smaller Companies AU

Ranked 30 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Nicolas Janvier

Nicolas Janvier has been a portfolio manager for the Threadneedle American Smaller Companies Fund since 2015. Nicolas joined the company in 2014 as a portfolio analyst in the US Equities team, and is responsible for researching US companies across the materials and utilities sectors. Prior to this, Nicolas spent eight years with Columbia Management, where he worked as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Before this, he was a portfolio manager with the Private Bank at Bank of America. Nicolas holds a BA in Telecommunications-Operations from the University of Florida. He also holds the CFA designation.

Objective

The Portfolio seeks to achieve capital appreciation by investing principally in shares issued by American Smaller Companies that are domiciled in the United States or have significant US operations. The Portfolio may use financial derivative instruments for hedging purposes. The Sub-Advisor will make reference to the Russell 2500 Index as part of the investment process. The Portfolio does not aim to track the index, and will not hold every security in the index. The Portfolio may also invest in securities that are not in the index.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 17.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date23/10/2018
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1878469433

Purchase Info

  • Min. initial investment2,500

Charges

  • Annual management1.50%

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