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Threadneedle American Smaller Cos Inst Net Acc USD

Ranked 435 out of 865 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Nicolas Janvier

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 CFA designation.

Objective

The Fund aims to achieve capital growth by investing primarily in the equities of smaller companies that are domiciled in the US or have significant US operations. If desirable, the Manager 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 the Fund may invest in cash and near cash.

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

Performance

US Small & Medium Companies over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 2.3% 3.3%
2016 13.3% -2.0% 2.8% 6.2% 5.9%
2015 -2.4% 4.6% 1.3% -9.8% 2.1%
2014 12.6% 2.6% 6.1% -1.5% 5.1%
2013 41.0% 16.0% 3.4% 6.2% 10.6%
2012 11.5% 11.6% -6.0% 5.5% 0.7%
2011 -8.1% 6.3% -1.4% -20.0% 9.6%
2010 28.6% 6.7% -7.3% 13.4% 14.6%
2009 56.5% 1.7% 22.9% 18.0% 6.1%
2008 -40.6% -15.8% 5.4% -12.4% -23.6%
2007 12.5% 7.1% 9.6% 2.0% -6.0%
2006 12.4% 11.4% -8.8% 0.7% 9.9%
2005 9.0% -3.6% 3.6% 8.6% 0.5%
2004 14.8% 5.1% -6.4% 2.3% 14.0%
2003 37.0% -5.6% 17.8% 5.5% 16.9%
2002 -23.1% -3.0% -5.9% -15.2% -0.7%
2001 -30.3% -32.6% 11.5% -23.3% 20.9%
2000 -12.7% 22.8% -3.9% 4.1% -28.9%
1999 102.0% -0.4% 16.1% 9.6% 59.3%
1998 -20.3% 21.5%

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. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Portugal
  13. Singapore
  14. Spain
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date14/09/1997
  • Base currencyUSD
  • ISIN GB0030809916

Purchase Info

  • Min. initial investment800,000
  • Min. regular additional investment40,000

Charges

  • Annual management1.00%

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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).