Threadneedle American Select Ret Z
|Bid Price||-||Offer Price||-|
|Mid Price||CHF 1.60||Day Change||CHF -0.01 (-0.79%)|
|Price Date||2 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.50 %|
|Total Expense Ratio||0.00||Fund Size||1,125,984,029.15|
|Launch Date||31/03/1982||Standard Initial Charge (%)||3.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BHCQKB55||Min TopUp (£)||0.00|
The aim of the Fund is to grow the amount you invested. The Fund invests its assets in shares of companies in North America or companies that have significant operations there. The Fund will include smaller and new emerging companies, those with potential for merger or takeover, those with new management in place that may generate recovery and exploration companies. The Fund’s investment approach means it will typically hold a small number of investments compared with other funds.
Diane Sobin joined the company in 2011 and has led the US Equities, EMEA team since 2014. She manages the Threadneedle American Select Fund, the Threadneedle American Smaller Companies Fund and the Threadneedle US Equity Income Fund, as well as a number of institutional US equity mandates. Diane also co-manages the Columbia Mid Cap Value Fund. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy and industrials sectors. Diane joined Columbia Management in 2011, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds. Diane was named in Financial News 100 Most Influential Women in European Finance in 2014. She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.