Threadneedle (Lux) Pan Eurp SmlrComs 3G

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.69
  • 3 Year alpha3.49
  • Distribution Typeaccumulation
  • BenchmarkEMIX Smaller European Companies NR EUR
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.91%
  • IA Sector-
  • Manager GroupColumbia Threadneedle
  • DomicileLuxembourg
  • ISINLU1829331047

Investment Strategy

The fund seeks to achieve capital appreciation by investing principally in the equity securities of European Smaller Companies. The Sub-Advisor will typically favour investments in companies at the higher end of the smaller companies capitalisation scale. The Portfolio may use financial derivative instruments for hedging purposes. The Portfolio is actively managed in reference to the EMIX Smaller European Companies 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.

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