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Threadneedle Pan European Sm Cos Ret Net Acc GBX

Ranked 10 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Philip Dicken

Born in Nottingham in 1974, Philip Dicken holds a degree in Mechanical Engineering with French from University of Bristol as well as the CFA qualification. Having started his financial services career in Corporate Finance, Mergers and Acquisitions with Merrill Lynch in ’97 Philip moved to Active Value in ’99 as a buy-side equity analyst before joining Columbia Threadneedle in 2004, initially as analyst and latterly Fund Manager for the Pan European Smaller companies fund where his investment style is described as “stock picking in pan-European smaller companies” Away from the office Philip’s leisure interest are sports orientated featuring golf and squash.

Objective

The fund's aim is to invest primarily in the equities of smaller companies domiciled in Continental Europe and the UK or with significant Continental European or UK operations. If desirable, the fund may further invest in other securities (including fixed interest securities, other equities and money market securities).

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 23.3% 9.0% 5.9% 3.3% 3.4%
2016 -6.0% -7.3% -5.9% 6.5% 1.2%
2015 26.6% 17.4% 3.1% -5.2% 10.4%
2014 9.0% 4.3% -0.4% -1.1% 6.0%
2013 18.6% 7.0% -2.8% 7.2% 6.4%
2012 31.3% 13.5% -0.8% 11.2% 4.9%
2011 -10.1% -2.2% 1.8% -13.6% 4.6%
2010 42.0% 9.1% 2.0% 9.0% 17.1%
2009 43.2% -3.1% 22.7% 11.8% 7.8%
2008 -47.5% -15.0% -0.7% -15.3% -26.5%
2007 6.7% 13.6% 9.0% -10.3% -3.9%
2006 46.4% 22.8% -2.7% 4.8% 16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date21/11/2005
  • Share Class size1,696Mn
  • Base currencyGBP
  • ISIN GB00B0PQ4K00

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%
  • Initial investment3.75

Related News

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Asset manager to transfer UK OEIC funds to Sicav equivalents.

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