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Columbia European Equity Fund;A

Ranked 569 out of 1018 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Dan Ison

Dan Ison graduated from the University of Oxford with a BA in chemistry. He started his career in 1994 with Baring Asset Management where he was director and fund manager. Dan joined Beaumont Capital/Schroders in 2001 as a partner and director, and later joined Clareville Capital where he was a partner. Dan joined Columbia Threadneedle in 2007 where he is currently the head of pan European equities. Dan holds the Investment Management Certificate (IMC).

Ann Steele

Ann Steele joined Columbia Threadneedle in 2009 as a senior portfolio manager in the European equities team. Ann manages the Threadneedle Pan European Fund and various segregated mandates. Before joining Columbia Threadneedle, Ann worked at Pictet Asset Management, where she managed a number of institutional funds. She has also held senior investment positions at Gartmore and Henderson. Ann holds degrees in Law and Music from the University of Glasgow.

Objective

The Fund seeks capital appreciation by investing in equity securities of European companies that offer growth potential. The Fund may also invest in companies located in developing or emerging markets.

Performance

Europe over : 30/09/2016 - 30/09/2017
  • Rank 569/1018 Total Return
  • Rank 382/1018 Standard Deviation
  • Rank 200/1018 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 0.9% 3.7%
2016 -3.9% -8.2% -1.7% 3.2% 3.3%
2015 13.1% 18.4% -2.0% -7.2% 5.0%
2014 4.2% 1.2% -0.1% 0.3% 2.8%
2013 23.7% 6.0% 1.3% 6.5% 8.3%
2012 18.8% 9.8% -4.2% 7.3% 5.3%
2011 -9.2% -2.1% 0.7% -15.8% 9.3%
2010 26.6% 6.5% -1.3% 9.1% 10.4%
2009 29.6% -7.0% 14.7% 14.8% 5.9%
2008 -37.5% -16.3% -2.0% -7.2% -18.0%
2007 5.3% 4.1% 5.2% -3.8% -0.1%
2006 18.8% 9.9% -2.6% 4.6% 6.2%
2005 26.1% 4.3% 6.6% 9.3% 3.8%
2004 5.7% 2.9% 0.7% -0.4% 2.4%
2003 6.2% -13.1% 11.9% 0.9% 8.2%
2002 -31.3% 1.8% -14.0% -23.9% 3.1%
2001 -22.9% -14.9% -1.6% -16.3% 9.9%
2000 3.5% -10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/06/2000
  • Share Class size88Mn
  • Base currencyUSD
  • ISIN US19766F7612

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment0

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