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Threadneedle European Smaller Companies Class Z - Income (GBP)

Sell:265.42p Buy:265.42p Change: 1.17p (0.44%)
Prices as at 15 June 2021
Sell:265.42p
Buy:265.42p
Change: 1.17p (0.44%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 June 2021
Sell:265.42p
Buy:265.42p
Change: 1.17p (0.44%)
Prices as at 15 June 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Most investors look to the UK to invest in smaller companies. But this means you could miss out on an array of opportunities available overseas. In today's globalised world, a company's location can be irrelevant and there are lots of successful businesses operating across the globe. Europe's economic and political issues have been well-documented in recent years and many investors have overlooked the region. That means lots of smaller companies have been ignored and their share prices don't properly reflect their future growth prospects. Long-term investors willing to ride out volatility could be rewarded. But you should remember smaller companies are riskier than bigger ones.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/06/16 to 15/06/17 15/06/17 to 15/06/18 15/06/18 to 15/06/19 15/06/19 to 15/06/20 15/06/20 to 15/06/21
Annual return 42.16% 11.43% -1.98% 3.31% 33.26%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Philip Dicken
Manager start date: 1 December 2020
Manager located in: London

Philip Dicken is Head of European equities at Columbia Threadneedle Investments. He joined the company in 2004 and has managed the Threadneedle Pan European Smaller Companies Fund since launch. He also manages several other smaller company portfolios. He started his career with Merrill Lynch as an analyst in the Corporate Finance division and holds a first class degree in Mechanical Engineering with study in Continental Europe from Bristol University. He holds the Chartered Financial Analyst designation and is also a member of the CFA Society of the UK.

Manager Name: Mine Tezgul
Manager start date: 1 December 2020
Manager located in: TBC

Mine Tezgul is deputy manager for our pan European and European smaller company strategies. She joined the company in 2018 as a European equity analyst. Before joining the company, Mine spent ten years as a long-short equity analyst, covering companies across a range of industry sectors within developed market equities. She has worked at Lansdowne Partners, SAC Global Investors and Highbridge Capital. She started her career with Citigroup as a financial analyst in the Investment Banking Division. She holds a BA in Economics with General Honors from the University of Chicago and an MBA with Distinction from INSEAD.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account