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Threadneedle American Select Ret Net Acc GBX

Ranked 36 out of 259 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Nadia Grant

Nadia Grant joined Columbia Threadneedle in 2014 as a portfolio manager within the US Equities team. She manages the Threadneedle American Fund and has coverage leadership for companies in the healthcare sector. Nadia also contributes to the team’s macroeconomic and thematic research. Prior to joining Columbia Threadneedle, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies. Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation.

Diane Sobin

Diane Sobin joined Columbia Threadneedle in 2011 and has led the US Equities, EMEA team since 2014.  She manages the Threadneedle American Select Fund, the Threadneedle American Smaller Companies Fund and the Threadneedle US Equity Income Fund, as well as a number of institutional US equity mandates. Diane also co-manages the Columbia Mid Cap Value Fund. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy and industrials sectors.Diane joined Columbia Management in 2001, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds.She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.


The Fund aims to achieve above average capital growth through investing 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 sector 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


US over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% -1.2%
2016 30.2% 0.0% 6.7% 10.0% 10.9%
2015 6.3% 5.7% -4.4% -5.0% 10.6%
2014 13.1% -0.4% 2.6% 5.1% 5.3%
2013 29.8% 17.8% 0.3% 2.2% 7.5%
2012 7.6% 11.4% -5.2% 2.8% -0.8%
2011 2.4% 3.8% 0.7% -10.8% 9.8%
2010 14.3% 9.9% -10.6% 2.5% 13.7%
2009 23.1% -2.7% 1.5% 19.7% 4.2%
2008 -19.2% -15.9% 0.8% -3.7% -1.1%
2007 14.4% 2.6% 7.0% 2.9% 1.4%
2006 -3.3% 4.4% -11.8% 2.7% 2.3%
2005 25.5% -0.2% 8.8% 6.4% 8.7%
2004 3.8% -1.4% 1.4% 0.4% 3.4%
2003 11.4% -1.2% 6.1% 5.3% 1.0%
2002 -31.9% -0.4% -16.6% -16.4% -2.0%
2001 -21.6% -19.2% 5.2% -21.2% 17.2%
2000 -1.4% 12.0% -1.2% 10.2% -19.1%
1999 91.5% 20.7% 9.7% -2.4% 48.2%
1998 27.9% 13.7% 4.8% -14.5% 25.4%
1997 31.7% 3.6% 10.5% 18.2% -2.6%
1996 17.5% 11.9% 0.1% 2.8% 2.0%
1995 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Alphabet Inc ORD 6.98
Apple Inc ORD 5.11
Microsoft Corp ORD 4.47
Comcast Corp ORD 3.35
Visa Inc ORD 3.22 Inc ORD 2.94
Pfizer Inc ORD 2.80
USD Cash 2.71
Thermo Fisher Scientific Inc ORD 2.71
Adobe Systems Inc ORD 2.57

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Portugal
  14. Singapore
  15. Spain
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date31/03/1982
  • Share Class size1,121Mn
  • Base currencyGBP
  • ISIN GB0001529238

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment500


  • Annual management1.50%

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