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Threadneedle European Smaller Cos Net Z Inc EUR

Ranked 15 out of 39 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Mark Heslop

Mark Heslop was born in 1972 in Wendover, United Kingdom of Great Britain. He attended Harrow School and later went to Durham University where he gained degree in Chemistry. Mark is a membership of the ICAEW and holds Chartered Accountant Qualifications, ACA. He joined Columbia Threadeedle Investments in 2008 where he is currently a fund manager and he focuses on strength of business models and growth in his stock picks. Prior to this he was a research analyst at Citi. Between 1994 and 1999 he worked at PricewaterhouseCoopers as an auditor and shareholder value consultant. Outside of work Mark enjoys golf, tennis, rugby and skiing.

Objective

The main aim of the fund is to achieve capital growth.The fund invests primarily in the equities of smaller companies domiciled in Continental Europe or with significant Continental European operations. If the company considers it desirable it may further invest in other securities (including fixed interest securities, other equities and money market securities). As it invests in smaller companies, the Fund will mainly choose shares from companies that are smaller in size than the top 225 companies in the FTSE World Europe (ex UK) Index.

Showing fund performance in Norway View performance globally

Performance

European Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 24.0% 9.3% 7.4% 1.8% 3.7%
2016 -0.3% -4.7% -2.5% 6.4% 0.8%
2015 30.1% 18.1% 1.8% -3.6% 12.2%
2014 6.6% 4.2% 1.3% -3.7% 5.0%
2013 19.7% 9.5% -1.5% 6.0% 4.6%
2012 32.2% 15.5% -1.1% 10.9% 4.3%
2011 -8.9% 1.4% 1.6% -14.1% 3.0%
2010 36.5% 9.7% 0.8% 7.6% 14.9%
2009 85.8% 27.1% 22.6% 15.0% 3.7%
2008 -37.4% -2.4% -5.2% -13.4% -21.8%
2007 4.2% 12.0% 6.3% -8.1% -4.7%
2006 36.9% 20.0% -4.9% 5.2% 14.0%
2005 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date15/07/2015
  • Base currencyEUR
  • ISIN GB00BYNBTF55

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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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).