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Threadneedle (Lux)-American AU

Ranked 20 out of 187 in - North America over 12 months
All calculations are in EUR

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).

Performance

North America over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 13.3% 0.7% 5.0% 7.2%
2013 27.6% 12.4% 0.7% 2.5% 10.0%
2012 11.3% 11.2% -1.8% 3.6% -1.6%
2011 6.8% -1.1% -0.1% -7.1% 16.3%
2010 19.0% 11.0% -2.4% -2.8% 13.0%
2009 25.3% -1.7% 6.4% 8.6% 10.3%
2008 -20.5% -10.0% 2.6% 6.3% -19.0%
2007 1.1% 0.8% 6.6% -2.9% -3.1%
2006 -1.9% 0.3% -6.7% 5.7% -0.8%
2005 18.4% 3.2% 8.9% 1.7% 3.7%
2004 4.2% 4.2% 1.2% -1.3% 0.1%
2003 6.8% -8.2% 11.1% 0.3% 4.5%
2002 -38.2% 2.1% -23.8% -10.0% -11.7%
2001 -20.9% -11.0% 9.2% -28.1% 13.1%
2000 -12.3% 5.0% -4.1% 7.5% -18.9%
1999 35.1% 11.4% 6.4% -9.4% 25.9%

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. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Related News

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Threadneedle to buy World Express funds

Threadneedle has announced the surprise purchase of the asset management business of Standard Chartered bank, including the World Express fund range.

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