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Threadneedle (Lux)-American Select AU

Ranked 113 out of 243 in - North America 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.

Diane Sobin

Diane Sobin joined Columbia Threadneedle in 2011 and has led the US Equities, EMEA team since 2014.  She manages the Threadneedle American Select Fund, the Threadneedle American Smaller Companies Fund and the Threadneedle US Equity Income Fund, as well as a number of institutional US equity mandates. Diane also co-manages the Columbia Mid Cap Value Fund. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy and industrials sectors.Diane joined Columbia Management in 2001, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds.She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

Objective

The American Select Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of companies domiciled in North America or which have significant North American operations. These may include large, medium and smaller companies. There will be no particular specialisation. The select investment approach means that the Portfolio 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

North America over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.5% 8.7%
2015 6.1% 5.9% -4.4% -3.7% 8.8%
2014 11.4% -0.2% 1.5% 5.0% 4.7%
2013 27.5% 15.5% 0.4% 2.0% 7.8%
2012 10.0% 12.4% -5.0% 2.0% 1.0%
2011 0.7% 4.2% 0.5% -12.6% 10.1%
2010 12.4% 10.3% -11.6% 2.9% 12.0%
2009 5.0% -8.7% -4.2% 16.1% 3.3%
2008 -22.3% -10.2% 4.6% -9.7% -8.4%
2007 23.1% 1.7% 5.8% 9.9% 4.0%
2006 -18.0% 1.4% -14.0% -5.2% -0.9%
2005 21.0% -1.2% 5.0% 8.8% 7.1%
2004 -2.5% -2.9% 1.8% -3.8% 2.5%
2003 17.1% -0.9% 12.3% 2.6% 2.6%
2002 -32.0% -2.5% -19.7% -17.0% 4.5%
2001 -12.5% -12.2% 5.0% -21.6% 21.2%
2000 -11.6%

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. Switzerland
  14. Taiwan
  15. United Kingdom

Fund Info

  • Launch date28/07/2000
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU0112528004

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Threadneedle bolsters Weldon's US team with JPM hire

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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).