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Threadneedle (Lux)-European Select AE

Ranked 8 out of 18 in - Europe Excluding UK over 12 months
All calculations are in EUR unless stated

Managed by

David Dudding

Born in Berlin in 1971, David Dudding graduated in modern history and European politics from Oxford. In 1993 he moved to Hong Kong to work for John Swire and Sons, a multi-disciplined commercial group whose business includes property and marine services. In 1997 Dudding returned to Oxford and took a masters of philosophy. He joined Columbia Threadneedle two years later and currently manages the Threadneedle European Smaller Companies fund. Dudding describes his investment style as predominantly GARP.

Mark Nichols

Mark Nichols joined Columbia Threadneedle Investments as a Portfolio Manager and Analyst within the European equities team in 2015 and he is the lead portfolio manager for the Threadneedle Pan European Equity Dividend Fund and co-manager of the Threadneedle European Select fund. Prior to joining the company Mark was a fund manager in the European equities team at F&C where he was responsible for the Growth & Income strategies. Prior to that he spent six years at Oechsle International Advisors, where he was a partner and a member of the investment strategy committee. Mark also covered European equities at Lehman Brothers and Invesco. Mark holds a MA in Philosophy, Politics and Economics from Oxford University and a MA in Contemporary History & Politics from London University.

Objective

The European Select Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of companies domiciled in Continental Europe or which have significant Continental European operations. These may include large, medium and smaller companies.

Showing fund performance in Finland View performance globally

Performance

Europe Excluding UK over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 3.3%
2017 13.9% 6.6% 3.0% 2.8% 0.9%
2016 -3.3% -6.1% 0.0% 2.4% 0.6%
2015 16.2% 21.1% -4.8% -4.9% 5.9%
2014 9.7% 2.7% 2.8% -0.2% 4.0%
2013 4.5% 7.4% -2.1% -2.7% 2.1%
2012 -2.5% 0.7% 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Unilever NV DR 5.24%
Relx NV ORD 4.75%
Pernod Ricard SA ORD 4.40%
Adidas AG ORD 4.25%
Sampo Oyj ORD 4.13%
Dassault Systemes SE ORD 4.02%
Fresenius Medical Care AG & Co KGaA ORD 3.86%
L'Oreal SA ORD 3.52%
IMCD NV ORD 3.51%
Anheuser Busch Inbev NV ORD 3.24%
31/07/2018

Registered For Sale In

  1. Belgium
  2. Finland
  3. Italy
  4. Luxembourg
  5. Spain
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date18/01/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0713326832

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).