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Threadneedle (Lux)-American Select AU

Ranked 106 out of 190 in - North America over 12 months
All calculations are in EUR

Managed by

Diane Sobin

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.

Performance

North America over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 13.6% 0.5% 4.8% 8.0%
2013 24.3% 10.7% -0.9% 4.6% 8.3%
2012 13.3% 12.6% -2.1% 3.6% -0.8%
2011 3.4% 0.9% -1.5% -8.4% 13.5%
2010 16.5% 9.9% -3.7% -2.7% 13.2%
2009 14.2% -4.7% 4.2% 8.2% 6.3%
2008 -41.0% -17.3% 5.3% -9.3% -25.3%
2007 12.9% 1.0% 6.7% 6.0% -1.1%
2006 -16.4% -0.2% -13.2% -3.3% -0.3%
2005 24.6% 1.7% 6.9% 7.9% 6.3%
2004 -3.0% 2.4% 1.4% -5.9% -0.7%
2003 8.3% -6.4% 11.4% 1.8% 2.1%
2002 -36.2% -2.6% -24.0% -14.4% 0.7%
2001 -10.1% -11.3% 8.5% -23.9% 22.7%
2000 -8.3% 9.2% -16.0%

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

Related News

Threadneedle bolsters Weldon's US team with JPM hire

The new recruit will join the firm's London-based US equity team led by Cormac Weldon.

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