Threadneedle American Smaller Companies Fund(US) Z Income GBP

Name
Threadneedle American Smaller Companies Fund(US) Z Income GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B88YT359
Sector
North American Smaller Companies
Launched
18/09/2013
OCF
0.88 %
Risk Rating
4
3 Year Sharpe
0.73
3 Year Alpha
-3.88
Yield
0.1 %
Benchmark
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 %
Charles River Laboratories International Inc 4.68 %
Altair Engineering Inc Class A 4.67 %
Planet Fitness Inc A 4.65 %
Albemarle Corp 4.57 %
Cubic Corp 4.44 %
Portland General Electric Co 4.33 %
STORE Capital Corp 4.19 %
Virtu Financial Inc A 4.02 %
Zebra Technologies Corp 3.37 %
Newpark Resources Inc 3.35 %
Region %
United States 92.87 %
Sector %
Financial Services 16.84 %
Industrials 16.74 %
Technology 16.42 %
Consumer Cyclical 11.58 %
Healthcare 10.90 %
Real Estate 10.69 %
Basic materials 6.87 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

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