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Threadneedle (Lux)-American W

Ranked 376 out of 1857 in - US over 12 months
All calculations are in USD unless stated

Managed by

Nadia Grant

Nadia Grant joined Columbia Threadneedle in 2014 as a portfolio manager within the US Equities team. She manages the Threadneedle American Fund and has coverage leadership for companies in the healthcare sector. Nadia also contributes to the team’s macroeconomic and thematic research. Prior to joining Columbia Threadneedle, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies. Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation.

Objective

The American Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of medium to large companies domiciled in North America or with significant North American operations. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments).

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

Performance

US over : 30/11/2016 - 30/11/2017
  • Rank 376/1857 Total Return
  • Rank 381/1857 Standard Deviation
  • Rank 591/1857 Max Drawdown
Fund Name Currency Return
376 Threadneedle (Lux)-American W USD

25.7%

376 Principal MidCap Fund;R-5 USD

25.7%

378 Polen Growth Fund;Institutional USD

25.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 4.2% 5.2%
2016 5.5% -2.3% 0.6% 4.0% 3.1%
2015 2.0% 1.9% 0.6% -7.3% 7.3%
2014 9.3% 0.8% 4.3% 1.1% 2.9%
2013 33.4% 9.5% 2.0% 6.8% 11.9%
2012 13.0% 14.0% -6.4% 5.0% 0.9%
2011 3.3% 4.6% 2.1% -14.0% 12.5%
2010 11.3% 4.7% -11.7% 8.4% 11.0%
2009 29.3% -6.1% 12.4% 13.1% 8.3%
2008 -24.4% -2.5% 2.0% -5.2% -19.9%
2007 12.1% 1.8% 8.1% 2.2% -0.4%
2006 9.7% 2.9% -1.4% 4.7% 3.3%
2005 2.8% -1.4% 1.4% 1.3% 1.4%
2004 12.2% 1.5% 0.2% 0.8% 9.5%
2003 28.4% -4.6% 16.9% 1.7% 13.1%
2002 -27.2% 0.0% -13.8% -9.9% -6.2%
2001 -25.0% -16.2% 4.6% -22.6% 10.6%
2000 -17.8% 0.3% -4.0% -1.1% -13.7%
1999 15.3% 2.4% 1.6% -6.5% 18.5%
1998 24.7% 11.8% 3.4% -8.7% 18.2%
1997 26.6% 0.9% 13.6% 9.5% 0.9%
1996 23.6% 4.3% 2.8% 6.8% 8.0%
1995 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date31/05/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0043004323

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.15%

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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).