Threadneedle (Lux) Glb Smlr Coms GBP ZGH

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.11
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI World Small Cap GR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.05%
  • IA Sector-
  • Manager GroupColumbia Threadneedle
  • DomicileLuxembourg
  • ISINLU0815285274

Investment Strategy

The fund seeks to achieve capital appreciation by investing principally in the equity securities of Global Smaller Companies. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments). The Portfolio is actively managed in reference to the MSCI World Small Cap Index. The index is broadly representative of the companies in which the Portfolio invests, and provides a suitable target benchmark against which Portfolio performance will be measured and evaluated over time. The Sub-Advisor has discretion to select investments with weightings different to the index, and that are not in the index, and the Portfolio may display significant divergence from the index. Deviations from the index, including limits on the level of risk relative to the index, will be considered as part of the Sub-Advisor’s risk monitoring process, to ensure the overall level of risk is broadly consistent with the index

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