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Threadneedle (Lux)-American W

Ranked 98 out of 282 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.

Objective

The American Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of medium to large companies domiciled in North America or with significant North American operations. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments).

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 -4.4%
2017 14.4% 5.6% 0.3% 1.9% 6.0%
2016 25.8% 0.2% 8.2% 7.1% 8.4%
2015 7.9% 7.1% -5.0% -3.7% 10.3%
2014 16.1% 0.1% 1.7% 6.7% 7.0%
2013 30.9% 17.2% 2.1% 0.0% 9.4%
2012 8.1% 10.9% -4.6% 2.0% 0.2%
2011 4.1% 2.2% 1.9% -11.4% 12.8%
2010 14.8% 11.4% -10.4% 2.9% 11.8%
2009 15.2% -5.8% -2.1% 16.5% 7.2%
2008 4.6% -2.3% 1.9% 5.8% -0.7%
2007 10.2% 1.6% 5.7% 0.7% 2.0%
2006 -3.8% 1.9% -7.6% 3.7% -1.5%
2005 14.9% 0.2% 6.9% 2.6% 4.5%
2004 4.7% -1.2% 1.6% 1.0% 3.2%
2003 15.4% -2.8% 12.0% 1.0% 5.0%
2002 -34.2% 2.2% -19.5% -12.7% -8.4%
2001 -23.0% -11.9% 5.7% -26.0% 11.6%
2000 -11.3% 1.3% 1.2% 1.3% -14.6%
1999 19.1% 5.6% 4.1% -10.5% 21.1%
1998 23.3% 9.9% 3.7% -10.3% 20.7%
1997 31.7% 5.1% 12.1% 12.8% -1.0%
1996 12.2% 6.1% 1.0% 6.1% -1.3%
1995 36.9% 2.4% 12.4% 9.6% 8.5%
1994 -6.7% -4.1% -2.9% -1.5% 1.8%
1993 2.0% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date31/05/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0043004323

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.15%
  • Initial investment1.15

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