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Threadneedle (Lux)-American Select AU

Ranked 272 out of 1851 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 American Select Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of companies domiciled in North America or which have significant North American operations. These may include large, medium and smaller companies. There will be no particular specialisation. The select investment approach means that the Portfolio 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.5% 3.3% 5.6%
2016 8.1% -2.0% 1.1% 5.3% 3.6%
2015 0.3% 0.8% 1.3% -7.3% 5.9%
2014 4.9% 0.5% 4.1% -0.4% 0.7%
2013 29.9% 7.9% 0.3% 8.9% 10.3%
2012 15.1% 15.6% -6.7% 5.0% 1.7%
2011 0.0% 6.7% 0.7% -15.2% 9.8%
2010 9.0% 3.7% -12.8% 8.4% 11.3%
2009 17.9% -8.9% 10.1% 12.8% 4.3%
2008 -43.9% -10.4% 4.7% -19.1% -26.1%
2007 25.2% 2.0% 8.3% 11.6% 1.7%
2006 -6.6% 2.4% -8.3% -4.2% 3.8%
2005 8.2% -2.7% -0.4% 7.4% 4.0%
2004 4.6% -0.3% 0.4% -4.0% 8.7%
2003 30.2% -2.7% 17.2% 3.3% 10.6%
2002 -24.8% -4.6% -14.0% -14.3% 7.0%
2001 -14.7% -16.4% 3.9% -18.1% 20.0%
2000 -10.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 6.24
Apple Inc ORD 4.80
Microsoft Corp ORD 4.35
Visa Inc ORD 3.21
Comcast Corp ORD 3.18
Thermo Fisher Scientific Inc ORD 3.01
Pfizer Inc ORD 2.99
USD Cash 2.71
Berkshire Hathaway Inc ORD 2.58
Adobe Systems Inc ORD 2.58
30/06/2017

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. Switzerland
  14. Taiwan
  15. United Kingdom

Fund Info

  • Launch date28/07/2000
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU0112528004

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).