Threadneedle Pan European Focus Fund Z Accumulation GBP

Name
Threadneedle Pan European Focus Fund Z Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B60L2M02
Sector
Europe Including UK
Launched
15/10/2012
OCF
0.91 %
Risk Rating
3
3 Year Sharpe
0.86
3 Year Alpha
4.10
Yield
0.5 %
Benchmark
MSCI Europe GR EUR
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the MSCI Europe Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in a concentrated portfolio of shares of companies domiciled in Europe (including the UK), or which have significant business operations there.
Holding %
ASML Holding NV 5.09 %
Novo Nordisk A/S B 4.73 %
Air Liquide SA 4.68 %
Teleperformance SE 4.62 %
Deutsche Boerse AG 4.53 %
Partners Group Holding AG 4.36 %
Schneider Electric SE 4.21 %
Linde PLC 4.13 %
Edenred SA 4.00 %
SAP SE 3.99 %
Region %
Eurozone 63.03 %
Europe - ex Euro 23.16 %
United Kingdom 10.62 %
Sector %
Financial Services 23.44 %
Industrials 19.49 %
Technology 16.72 %
Basic materials 14.66 %
Healthcare 10.15 %
Communication Services 7.53 %
Consumer Defensive 5.08 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Frederic Jeanmaire
Joined 09/01/2014

Frederic Jeanmaire joined the company in 2011 and is a portfolio manager within the European equities team. He is the portfolio manager for the Threadneedle Pan European Focus Fund as well as several European institutional mandates. He is the co-portfolio manager for the Threadneedle (Lux) Pan European Absolute Alpha Fund. Before joining the company, Frederic worked at Merrill Lynch as an equity research analyst. Frederic has a Master in Management from HEC Paris and also holds the Chartered Financial Analyst designation.

Data provided by Morningstar.

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