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Threadneedle Pan European Inst Net Acc GBX

Ranked 688 out of 1016 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

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 aim of the fund is to achieve capital growth. The fund will invest primarily in the equity of large companies domiciled in Continental Europe or the UK or with significant Continental or UK activities. The fund may however further invest in the equity of smaller companies.

Performance

Europe over : 31/05/2016 - 31/05/2017
  • Rank 688/1016 Total Return
  • Rank 742/1016 Standard Deviation
  • Rank 734/1016 Max Drawdown
Fund Name Currency Return
686 Corp Europa APV EUR

11.2%

686 CGD Invest PEA C EUR

11.2%

688 OP- Eurooppa Osinkoyhtiot A EUR

11.2%

688 Threadneedle Pan European Inst Net Acc GBX EUR

11.2%

688 DekaLux-Europa TF A EUR

11.2%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.7%
2016 -3.0% -8.3% -3.1% 4.2% 4.7%
2015 13.9% 18.8% -1.2% -7.9% 5.5%
2014 7.0% 2.0% -0.2% 0.7% 4.2%
2013 24.5% 7.2% 0.4% 6.4% 8.8%
2012 19.3% 10.4% -5.4% 9.7% 4.1%
2011 -8.9% -1.6% 0.3% -14.9% 8.4%
2010 27.7% 6.2% 0.0% 7.3% 12.2%
2009 33.5% -5.6% 17.2% 14.0% 5.9%
2008 -39.1% -16.6% -2.3% -8.5% -18.3%
2007 6.6% 4.2% 4.7% -3.1% 0.9%
2006 19.4% 10.2% -2.5% 4.7% 6.2%
2005 26.0% 5.3% 6.2% 9.5% 2.9%
2004 6.0% 2.5% 1.3% 0.0% 2.1%
2003 14.8% -12.4% 14.1% 4.4% 10.1%
2002 -26.0% 1.8% -13.7% -17.1% 1.7%
2001 -16.0% -10.7% 3.0% -19.4% 13.3%
2000 1.2% 9.6% -5.7% 2.8% -4.8%
1999 28.1%

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. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Peru
  13. Portugal
  14. Singapore
  15. Spain
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date14/09/1997
  • Base currencyGBP
  • ISIN GB0008371345

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment25,000

Charges

  • Annual management1.00%
  • 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).