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Threadneedle American Smaller Companies Fund(us) Retail Accumulation Usd (0P0000GEK0)
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3.962
0.000
0.00%
Type:
Fund
Market:
United Kingdom
Issuer:
Threadneedle Investment Services Ltd
ISIN:
GB0002769643
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 490.97M
Threadneedle American Smaller Companies Fund(US) R
3.962
0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Threadneedle American Smaller Companies Fund(us) Retail Accumulation Usd Overview
On this page you'll find an in-depth profile of Threadneedle American Smaller Companies Fund(us) Retail Accumulation Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000GEK0 among other information.
Investment Strategy
The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in the equities of smaller companies that are domiciled in the US or have significant US operations. If the ACD considers it desirable it may further invest up to one third of the total assets of the Fund in other securities (including fixed interest securities, other equities and money market securities). For liquidity purposes it may invest in cash and near cash.
Contact Information
Address
London EC4N 6AG
Zurich,London 8002
Switzerland
Zurich,London 8002
Switzerland
Phone
+41 44 208 37 37
Fax
+41 44 208 35 00
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nicolas Janvier | Portfolio Manager | 2015 | Now |
| Biography | Nicolas Janvier has been a portfolio manager for the Threadneedle American Smaller Companies Fund since 2015. Nicolas joined the company in 2014 as a portfolio analyst in the US Equities team, and is responsible for researching US companies across the materials and utilities sectors. Prior to this, Nicolas spent eight years with Columbia Management, where he worked as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Before this, he was a portfolio manager with the Private Bank at Bank of America. Nicolas holds a BA in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation. | ||
| Diane L. Sobin | Portfolio Manager | 2012 | 2017 |
| Biography | Diane Sobin joined Threadneedle Investments in 2011 from sister company Columbia Management and has led the US Equities team since 2014. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy sector. Diane joined Columbia Management in 2011, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds. Diane was named in Financial News 100 Most Influential Women in European Finance in 2014. 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. | ||
| Cormac Weldon | Head | 2005 | 2012 |
| Biography | Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014. | ||
| Robert Graham Brown | Portfolio Manager | 2004 | 2005 |
| Biography | Robert Graham-Brown was promoted to fund manager in August 2003. Currently he has responsibility of co-head of the global technology sector and insurance within the US market as well as managing the American Smaller Companies Growth Fund. Robert joined Threadneedle and the US equity team in 2001. Robert graduated in June 2000 with a M.Eng. in Mechanical Engineering from Bristol University. | ||
| Zanny Perring | Manager | 1997 | 2004 |
| Biography | Zanny Perring manages both Large Cap and Small Cap North American equity portfolios. She began her career in 1989 as a graduate trainee at Kleinwort Benson, after which she moved to Kleinwort Benson Investment Management to manage Far East and North American equities. From 1994 to 1997 she worked for WorldInvest where she had sole responsibility for North American equities. Zanny graduated in 1989 with a BSc (Hons) in Geography from Bristol University. | ||
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