Threadneedle AmerSmlrComs(US) Z Inc GBP

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.14%
  • 3 Year sharpe0.52
  • 3 Year alpha-2.65
  • Distribution Typeincome
  • BenchmarkRussell 2500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • SectorNorth American Smaller Companies
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B88YT359

Investment Strategy

The Fund aims to achieve capital growth over the long term. It looks to outperform the Russell 2500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of American smaller companies.

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