|Fund manager group |
|Fund manager company |
|Threadneedle Inv Services Ltd |
|Fund type |
|Fund objective |
|The aim of the Fund is to grow the amount you invested. The Fund invests its assets in shares of companies in North America or companies that have significant operations there. The Fund will include smaller and new emerging companies, those with potential for merger or takeover, those with new management in place that may generate recovery and exploration companies. The Fund’s investment approach means it will typically hold a small number of investments compared with other funds. |
|Investment style |
|Investment method |
|Fund managers |
|Nadia Grant||11/03/2014||Nadia Grant joined the company in 2014 as a portfolio manager within the US Equities team. She manages the Threadneedle American Fund and has coverage leadership for companies in the healthcare sector. Nadia also contributes to the team’s macroeconomic and thematic research.
Prior to joining the company, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies.
Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation. |
|Diane Sobin||23/01/2014||Diane Sobin joined the company in 2011 and has led the US Equities, EMEA team since 2014. She manages the Threadneedle American Select Fund, the Threadneedle American Smaller Companies Fund and the Threadneedle US Equity Income Fund, as well as a number of institutional US equity mandates. Diane also co-manages the Columbia Mid Cap Value Fund. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy and industrials sectors.
Diane joined Columbia Management in 2011, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds.
Diane was named in Financial News 100 Most Influential Women in European Finance in 2014.
She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, IA Recognised, UCITS V Compliant |
|No data available. |
|Fund for sale in |
|Austria, Belgium, Switzerland, Chile, Germany, Denmark, Spain, Finland, France, United Kingdom, Hong Kong, Ireland, Italy, Luxembourg, Netherlands, Portugal, Singapore, Sweden |