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Threadneedle American Select Fund Z Accumulation GBP (0P0000X3I7.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
423.960.00 (0.00%)
As of 08:00PM GMT. Market open.

Threadneedle American Select Fund Z Accumulation GBP

Dreikönigstrasse 31a

London EC4N 6AG

Management Information
Cormac Weldon,Lead Manager since November 30, 2001
Cormac Weldon is Head of North American equities. He began his career with KPMG in Dublin in 1987 before moving to Provident Mutual in 1991 to take up the role of analyst on their North American equity team. He then joined British Gas Pension Fund in 1993 as a portfolio manager in charge of North American equities. He holds a BA in Accounting and Finance from Dublin City University, is an Associate of the Society of Investment Professionals (UKSIP) and a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUS Large-Cap Growth Equity
Fund FamilyThreadneedle Investment Services Ltd
Net AssetsN/A
YTD Return-10.80%
Morningstar Rating★★★
Inception DateOct 1, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover373.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000X3I7.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load3.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A