Threadneedle American Smaller Companies Fund(US) Z Accumulation GBP

Threadneedle American Smaller Companies Fund(US) Z Accumulation GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
North American Smaller Companies
0.88 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.1 %
Russell 2500 TR USD
The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in the equities of smaller companies that are domiciled in the US or have significant US operations.
Holding %
Cubic Corp 5.18 %
Charles River Laboratories International Inc 4.93 %
Albemarle Corp 4.92 %
Altair Engineering Inc Class A 4.78 %
QTS Realty Trust Inc Class A 4.32 %
Planet Fitness Inc A 4.30 %
KBR Inc 4.22 %
Virtu Financial Inc A 4.13 %
Portland General Electric Co 4.00 %
Houlihan Lokey Inc Class A 3.45 %
Region %
United States 94.31 %
Canada 5.69 %
Sector %
Industrials 17.67 %
Financial Services 16.50 %
Technology 13.32 %
Consumer Cyclical 12.78 %
Healthcare 10.85 %
Real Estate 10.74 %
Basic materials 8.27 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


Nicolas Janvier
Joined 12/01/2015

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 Chartered Financial Analyst designation.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.