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Threadneedle (Lux) - Global Focus Class ZFH (CHF Accumulating Hedged Shares) (0P0001KOBK.SW)

Swiss - Swiss Delayed Price. Currency in CHF
10.20+0.07 (+0.67%)
At close: 09:00PM CET
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Threadneedle (Lux) - Global Focus Class ZFH (CHF Accumulating Hedged Shares)

44 rue de la Vallée

L-2661 Luxembourg

Management Information
Dave Dudding,Lead Manager since April 1, 2013
David Dudding is a senior portfolio manager at Columbia Threadneedle Investments where he is the lead portfolio manager of the Global Focus strategy and deputy of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
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

CategorySector Equity Other
Fund FamilyThreadneedle Management Luxembourg S.A.
Net AssetsN/A
YTD Return12.77%
YieldN/A
Morningstar RatingN/A1
Inception DateSep 15, 2020

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover70.39%
Average for CategoryN/A

Fees & Expenses

Expense0P0001KOBK.SWCategory 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 Load5.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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