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Threadneedle American Smaller Cos Inst Net Acc USD

Ranked 50 out of 63 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Nicolas Janvier

Nicolas Janvier has been a portfolio manager for the Threadneedle American Smaller Companies Fund since 2015. Nicolas joined the company in 2014 as a portfolio analyst in the US Equities team, and is responsible for researching US companies across the materials and utilities sectors. Prior to this, Nicolas spent eight years with Columbia Management, where he worked as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Before this, he was a portfolio manager with the Private Bank at Bank of America. Nicolas holds a BA in Telecommunications-Operations from the University of Florida. He also holds the CFA designation.

Objective

The Fund aims to achieve capital growth by investing primarily in the equities of smaller companies that are domiciled in the US or have significant US operations. If desirable, the Manager may further invest up to one third of the total assets of the Fund in other securities (including fixed interest securities, other equities and money market securities). For liquidity purposes the Fund may invest in cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.4%
2017 7.4% 4.5% -1.5% 0.0% 4.4%
2016 35.2% 0.6% 10.5% 9.3% 11.3%
2015 3.3% 9.8% -4.3% -6.3% 5.0%
2014 19.6% 1.9% 3.4% 3.9% 9.2%
2013 38.4% 24.2% 3.6% -0.5% 8.2%
2012 6.6% 8.5% -4.2% 2.5% 0.1%
2011 -7.4% 3.9% -1.6% -17.5% 9.8%
2010 32.6% 13.6% -6.0% 7.6% 15.4%
2009 39.4% 2.0% 7.0% 21.5% 5.1%
2008 -17.8% -15.7% 5.3% -2.2% -5.3%
2007 10.6% 6.8% 7.2% 0.4% -3.8%
2006 -1.4% 10.2% -14.5% -0.3% 4.9%
2005 21.9% -2.0% 9.2% 10.0% 3.6%
2004 7.0% 2.4% -5.1% 2.5% 7.5%
2003 23.2% -3.9% 12.8% 4.8% 8.4%
2002 -30.5% -0.8% -12.1% -17.8% -3.0%
2001 -28.5% -29.2% 12.7% -26.6% 22.1%
2000 -5.9% 24.0% 1.3% 6.6% -29.7%
1999 108.5% 2.7% 18.9% 4.9% 62.8%
1998 -21.7% 24.1%

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. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Portugal
  13. Singapore
  14. Spain
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date14/09/1997
  • Base currencyUSD
  • ISIN GB0030809916

Purchase Info

  • Min. initial investment800,000
  • Min. regular additional investment40,000

Charges

  • Annual management1.00%
  • Initial investment0

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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).