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
1.01
3 Year Alpha
3.32
Yield
0.6 %
Benchmark
MSCI Europe GR EUR
The investment objective of the Pan European Focus Fund is to achieve above average capital growth. The investment policy is to actively manage a concentrated portfolio of primarily European equities including UK equities with the ability to hold cash and/or money market securities in order to enable the pursuit of the Fund’s investment objective.
Holding %
London Stock Exchange Group PLC 5.42 %
adidas AG 4.92 %
Royal Philips NV 4.88 %
Edenred SA 4.85 %
Teleperformance SE 4.80 %
IHS Markit Ltd 4.74 %
Wolters Kluwer NV 4.66 %
RELX PLC 4.58 %
L'Oreal SA 4.17 %
Kingspan Group PLC 4.07 %
Region %
Eurozone 47.89 %
United Kingdom 30.05 %
Europe - ex Euro 14.70 %
United States 7.36 %
Sector %
Industrials 22.58 %
Consumer Cyclical 22.05 %
Consumer Defensive 20.77 %
Financial Services 14.75 %
Basic materials 9.96 %
Healthcare 7.89 %
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

Fred Jeanmaire joined the company in 2011 and is a portfolio manager within the European equities team. He is responsible for analysing the banking, telecom and media sectors. He is the portfolio manager for the Threadneedle Pan European Focus Fund as well as a number of European institutional mandates. Before joining the company, Fred worked at Merrill Lynch, where he was an analyst for the leisure and telecoms sectors. His teams at Merrill Lynch were ranked in the top three in the Institutional Investor annual rankings in 2010 and 2011. Fred holds a degree in Management from HEC in Paris and also holds the Chartered Financial Analyst designation.

Data provided by Morningstar.

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