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Threadneedle American Select Ret Net Acc GBX

Ranked 559 out of 1857 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ashish Kochar

Ashish Kochar joined Columbia Threadneedle in 2008 as a senior portfolio analyst within the US Equities team before joining the Global Equities team in 2010. He is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team. He joined Columbia Threadneedle from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.

Objective

The Fund aims to achieve above average capital growth through investing in companies domiciled in North America or which have significant North American operations. These include smaller and emerging growth companies, those with potential for merger or takeover, those with new management recovery situations and exploration companies. There will be no particular sector specialisation. The Select investment approach means that the Fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 2.7% 5.4%
2016 9.2% -2.5% -0.7% 6.9% 5.5%
2015 0.5% 0.7% 1.3% -8.5% 7.6%
2014 6.4% 0.3% 5.2% -0.4% 1.3%
2013 32.2% 10.1% 0.1% 9.1% 10.0%
2012 12.6% 14.5% -7.0% 5.9% -0.2%
2011 1.6% 6.2% 0.8% -13.4% 9.6%
2010 10.9% 3.2% -11.9% 7.9% 13.0%
2009 38.3% -3.0% 16.6% 16.2% 5.2%
2008 -41.6% -16.0% 0.9% -13.7% -20.2%
2007 16.4% 2.8% 9.4% 4.5% -1.0%
2006 10.3% 5.5% -6.0% 3.7% 7.2%
2005 12.3% -1.8% 3.2% 5.0% 5.5%
2004 11.3% 1.2% 0.1% 0.2% 9.7%
2003 23.9% -3.0% 10.8% 6.0% 8.9%
2002 -24.7% -2.5% -10.8% -13.8% 0.4%
2001 -23.6% -23.1% 4.0% -17.7% 16.1%
2000 -8.6% 10.8% -6.3% 7.6% -18.2%
1999 85.5% 17.1% 7.1% 1.9% 45.0%
1998 29.3% 15.7% 4.5% -12.9% 22.8%
1997 26.6% -0.6% 12.0% 14.8% -0.8%
1996 29.5% 10.0% 1.9% 3.5% 11.7%
1995 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 6.41
Apple Inc ORD 5.04
Microsoft Corp ORD 4.72
Costco Wholesale Corp ORD 3.66
Bank of America Corp ORD 3.66
Visa Inc ORD 3.42
Amazon.com Inc ORD 3.39
Comcast Corp ORD 3.30
Berkshire Hathaway Inc ORD 3.12
JPMorgan Chase & Co ORD 2.90
31/07/2017

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. Portugal
  14. Singapore
  15. Spain
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date31/03/1982
  • Share Class size1,175Mn
  • Base currencyGBP
  • ISIN GB0001529238

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%

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Cormac Weldon bets on US consumer

Threadneedle’s head of US equities Cormac Weldon has shifted his portfolio to an overweight position on consumer discretionary stocks, believing the growth prospects for the sector are still underrated.

Threadneedle Investments American Select Fund

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Citywire analysis reveals that only three US equity managers have outperformed their peers for each of the past five years, and two of them are from Threadneedle.

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...more...

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