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Old Mutual Threadneedle American Select A Acc

Ranked 131 out of 244 in - North America over 12 months
All calculations are in GBP unless stated

Objective

To achieve capital growth. The Fund’s investment policy is to invest the assets of the Fund in companies domiciled in North America or which have significant North American operations. These include smaller and emerging growth companies, those with potential for merger or takeover, those with new management recovery situations and exploration companies. There will be no particular specialisation. The select investment approach means that the Fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/03/2015 - 31/03/2016
  • Rank 131/244 Total Return
  • Rank 232/244 Standard Deviation
  • Rank 148/244 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.2%
2015 6.0% 6.2% -5.4% -5.8% 12.0%
2014 13.0% -0.4% 2.7% 5.3% 5.0%
2013 0.5% 2.7% 6.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2016

Top 10 Holdings

Stock Size
Alphabet Inc ORD 7.04
Microsoft Corp ORD 3.92
Synchrony Financial ORD 3.37
Thermo Fisher Scientific Inc ORD 3.02
Apple Inc ORD 2.93
Pfizer Inc ORD 2.89
Visa Inc ORD 2.75
Lockheed Martin Corp ORD 2.75
Amazon.com Inc ORD 2.57
Chubb Ltd ORD 2.44
31/01/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2013
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B9C2WM22

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Weldon & Moore quit Threadneedle for Artemis

Threadneedle US equity head Cormac Weldon and fund manager Stephen Moore are to leave the firm for Artemis.

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