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Threadneedle (Lux)-Pan European Eq Dividend AE

Ranked 4 out of 30 in - Europe Income over 3 months
All calculations are in GBP unless stated

Managed by

Mark Nichols

Mark Nichols joined Columbia Threadneedle Investments as a Portfolio Manager and Analyst within the European equities team in 2015 and he is the lead portfolio manager for the Threadneedle Pan European Equity Dividend Fund and co-manager of the Threadneedle European Select fund. Prior to joining the company Mark was a fund manager in the European equities team at F&C where he was responsible for the Growth & Income strategies. Prior to that he spent six years at Oechsle International Advisors, where he was a partner and a member of the investment strategy committee. Mark also covered European equities at Lehman Brothers and Invesco. Mark holds a MA in Philosophy, Politics and Economics from Oxford University and a MA in Contemporary History & Politics from London University.

Objective

The Portfolio seeks to achieve an income combined with prospects for capital appreciation from a portfolio of shares issued by companies in Europe. The Portfolio will invest principally in equity securities of companies domiciled in Europe or with significant operations in Europe. The Net Asset Value of the Portfolio shall be expressed in Euro and investment decisions will be made from a Euro perspective. The Sub-Advisor will make reference to the MSCI Europe 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

Europe Income over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/10/2018
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1849564973

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).