|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 at least two-thirds of its assets in shares of smaller companies in the UK or companies that have significant operations there. The smaller companies that the Fund invests in will typically be companies included in the Numis Smaller Companies Index and/or listed on the London Stock Exchanges Alternative Investment Market. The Fund may also invest in asset classes and instruments different from those stated above. |
- Numis Small Co ex IT Index
|Investment style |
|Investment method |
|Fund managers |
|James Thorne||01/12/2013||James Thorne joined the company in 2010 and is responsible for co-managing the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also responsible for generating small cap ideas for the company’s UK portfolios.
James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i.
He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester. |
|Matthew Evans||01/12/2013||Matt Evans joined the company in October 2013 as a portfolio manager within the UK Equities team. He is co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for construction, house builders and support services.
Before joining the company, Matt was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps.
He gained a degree in Geography and Sports Science from Loughborough University. |
|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 |