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Threadneedle Pan European Inst Net Acc GBX

Ranked 22 out of 74 in - Europe over 12 months
All calculations are in GBP

Managed by

Ann Steele

Ann Steele joined Columbia Threadneedle in 2009 as a senior portfolio manager in the European equities team. Ann manages the Threadneedle Pan European Fund and various segregated mandates. Before joining Columbia Threadneedle, Ann worked at Pictet Asset Management, where she managed a number of institutional funds. She has also held senior investment positions at Gartmore and Henderson. Ann holds degrees in Law and Music from the University of Glasgow.

Objective

The aim of the fund is to achieve capital growth. The fund will invest primarily in the equity of large companies domiciled in Continental Europe or the UK or with significant Continental or UK activities. The fund may however further invest in the equity of smaller companies.

Performance

Europe over : 30/04/2014 - 30/04/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 10.7%
2014 -0.2% 1.4% -3.3% -2.0% 3.8%
2013 27.7% 11.7% 1.8% 3.8% 8.3%
2012 15.9% 10.2% -8.1% 8.0% 6.0%
2011 -11.2% 1.7% 2.3% -18.8% 5.1%
2010 23.2% 6.6% -8.3% 13.5% 11.0%
2009 22.7% -9.5% 7.7% 22.3% 3.0%
2008 -19.9% -9.5% -3.0% -8.9% 0.2%
2007 16.2% 4.9% 3.8% 0.5% 6.2%
2006 17.1% 11.9% -3.4% 2.7% 5.5%
2005 22.2% 2.3% 4.3% 10.5% 3.8%
2004 6.5% -2.7% 1.6% 2.3% 5.3%
2003 24.1% -7.2% 15.0% 5.1% 10.6%
2002 -21.2% 1.9% -8.8% -19.6% 5.5%
2001 -18.2% -11.6% -0.3% -17.0% 11.8%
2000 2.3% 5.7% -0.4% -3.1% 0.3%
1999 23.2%

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. Switzerland
  18. United Kingdom

Fund Info

  • Launch date14/09/1997
  • Base currencyGBP
  • ISIN GB0008371345

Purchase Info

  • Min. initial investment500,000
  • Min. additional investment25,000

Charges

  • Annual management1.0%
  • Initial investment0

Related News

Baker promoted to head of UK core alpha at Threadneedle

Dominic Baker has been appointed as head of UK core alpha in Citywire A-rated Leigh Harrison's Threadneedle UK equity team.

Cliff sees World Cup boost for Germany

Threadneedle’s European specialist Phil Cliff says this summer’s FIFA World Cup in Germany could be an interesting theme for European investors to play.

Roberts sails out of Threadneedle

Threadneedle Investments has lost the services of European fund manager Susan Roberts, who will change tack in the coming weeks to join the boating industry.

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