Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Threadneedle (Lux)-Pan Europ Small Cap Opp AE

Ranked 21 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Mark Heslop

Mark Heslop was born in 1972 in Wendover, United Kingdom of Great Britain. He attended Harrow School and later went to Durham University where he gained degree in Chemistry. Mark is a membership of the ICAEW and holds Chartered Accountant Qualifications, ACA. He joined Columbia Threadeedle Investments in 2008 where he is currently a fund manager and he focuses on strength of business models and growth in his stock picks. Prior to this he was a research analyst at Citi. Between 1994 and 1999 he worked at PricewaterhouseCoopers as an auditor and shareholder value consultant. Outside of work Mark enjoys golf, tennis, rugby and skiing.

Objective

The Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of European Smaller Companies. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments).

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -11.5% -1.9% 7.9% -1.1% -15.4%
2017 28.5% 9.5% 8.4% 3.3% 4.8%
2016 14.6% 2.9% 0.6% 11.3% -0.5%
2015 22.0% 10.3% 0.9% -0.4% 10.0%
2014 1.7% 4.1% -2.8% -4.5% 5.2%
2013 26.4% 13.7% -0.8% 5.8% 5.9%
2012 29.3% 16.9% -4.2% 8.3% 6.6%
2011 -13.0% 4.3% 4.1% -20.4% 0.6%
2010 37.9% 10.0% -4.8% 14.8% 14.8%
2009 42.7% -5.6% 13.8% 28.2% 3.7%
2008 -36.6% -4.2% -5.3% -20.9% -11.7%
2007 5.9% -2.1% -6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
FinecoBank Banca Fineco SpA ORD 2.27%
VZ Holding AG ORD 2.20%
Norma Group SE ORD 2.17%
Eurofins Scientific SE ORD 2.07%
Elis SA ORD 2.03%
DiaSorin SpA ORD 1.99%
Orpea SA ORD 1.90%
Genus PLC ORD 1.89%
Simcorp A/S ORD 1.84%
Sartorius AG PFD 1.84%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date23/01/2007
  • Share Class size258Mn
  • Base currencyEUR
  • ISIN LU0282719219

Purchase Info

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

Charges

  • Annual management1.50%

Related News

AAA-rated Dudding to relinquish Europe fund in Threadneedle shake-up

Leading European equity manager David Dudding is to take over a global equity fund in a reshuffle at Threadneedle.

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