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Threadneedle European Smaller Cos Ret Net Acc GBX

Ranked 24 out of 78 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Mark Heslop

Mark Heslop was born in 1972 in Wendover, United Kingdom of Great Britain. He attended Harrow School and later went to Durham University where he gained degree in Chemistry. Mark is a membership of the ICAEW and holds Chartered Accountant Qualifications, ACA. He joined Columbia Threadeedle Investments in 2008 where he is currently a fund manager and he focuses on strength of business models and growth in his stock picks. Prior to this he was a research analyst at Citi. Between 1994 and 1999 he worked at PricewaterhouseCoopers as an auditor and shareholder value consultant. Outside of work Mark enjoys golf, tennis, rugby and skiing.

Objective

The main aim of the fund is to achieve capital growth.The fund invests primarily in the equities of smaller companies domiciled in Continental Europe or with significant Continental European operations. If the company considers it desirable it may further invest in other securities (including fixed interest securities, other equities and money market securities). As it invests in smaller companies, the Fund will mainly choose shares from companies that are smaller in size than the top 225 companies in the FTSE World Europe (ex UK) Index.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
2017 27.1% 8.9% 9.9% 2.1% 4.0%
2016 16.4% 3.0% 1.8% 10.7% 0.3%
2015 22.2% 10.0% -0.2% -0.2% 11.6%
2014 -0.2% 3.8% -2.1% -6.5% 5.0%
2013 22.4% 13.9% -0.3% 3.3% 4.4%
2012 28.7% 14.9% -4.3% 9.9% 6.5%
2011 -11.5% 3.9% 4.1% -17.8% -0.3%
2010 32.4% 9.8% -7.3% 12.8% 15.4%
2009 26.8% -9.3% 12.5% 22.7% 1.3%
2008 -24.3% -2.1% -5.5% -13.0% -5.9%
2007 12.0% 11.3% 5.4% -4.7% 0.2%
2006 33.7% 21.8% -5.4% 2.8% 13.0%
2005 32.5% 6.1% 6.0% 15.8% 1.8%
2004 28.9% 0.2% 6.7% 4.1% 15.8%
2003 43.1% -2.9% 17.3% 12.3% 11.9%
2002 -6.9% 10.3% 0.1% -19.9% 5.3%
2001 -29.7% -14.6% -3.9% -25.1% 14.3%
2000 -0.6% 37.7% -11.3% -0.8% -17.9%
1999 73.9% -0.8% 6.7% -0.8% 65.7%
1998 29.8% 25.0% 9.9% -19.5% 17.4%

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. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date14/11/1997
  • Share Class size2,346Mn
  • Base currencyGBP
  • ISIN GB0001531424

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.75

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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).