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 American Select Ret Net Acc GBX

Ranked 140 out of 282 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Objective

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

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.0%
2017 12.5% 5.6% -1.2% 2.1% 5.6%
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

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 size1,229Mn
  • Base currencyGBP
  • ISIN GB0001529238

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Threadneedle to move €7bn in European assets out of UK

Columbia Threadneedle Investments is planning to move as much as €7 billion (£6.12 billion) of EU client money from UK Oiec range to its Luxembourg Sicavs

A day in the life of Brewin Dolphin's Rob Burgeman

Brewin investment manager Rob Burgeman gives an insight into his typical working day.

Threadneedle's Sobin: we have our most experienced ever US equity team

Threadneedle’s head of US equities Diane Sobin has insisted that recent departures from the firm’s North American team have not diminished its capabilities.

Performance Review: why Duncan Lawrie is backing Barnett

Duncan Lawrie Private Bank is backing Citywire AAA-rated Mark Barnett as manager of the Invesco Perpetual Income fund, as his predecessor Neil Woodford launches a rival fund.

Threadneedle boosts US equities team with quadruple hire

Threadneedle Investments is rebuilding its US equities team after the departure of fund manager Cormac Weldon.

How fracking is providing the US with a stimulus boost

The controversial extraction process may not have many friends among environmentalists but it is creating booming new industries across the American Midwest.

Cormac Weldon: back chemical firms as gas prices slide

The declining cost of natural gas is good news for investors in chemical companies, Cormac Weldon from Threadneedle explains.

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