MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to increase the value of your investment over the long term. It looks to outperform the MSCI Europe Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in a concentrated portfolio of shares of European (including UK) companies. The Fund selects companies in which the fund manager has a high conviction that the current share price does not reflect the prospects for that business. These companies may be chosen from any industry or economic sector, with significant sector and share weightings taken at the discretion of the fund manager. There is no restriction on company size, however, investment tends to focus on larger companies, such as those included in the MSCI Europe Index. The MSCI Europe Index is regarded as providing an appropriate representation of the share performance of large and medium- sized companies within developed market countries across Europe (including the UK), currently with over 400 companies included. It provides a suitable target benchmark against which Fund performance will be measured and evaluated over time. The Fund typically invests in fewer than 50 companies, which may include shares of some companies not within the Index. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

Fund Managers

Frederic Jeanmaire

Frederic Jeanmaire joined the company in 2011 and is a portfolio manager within the European equities team. He is the portfolio manager for the Threadneedle Pan European Focus Fund as well as several European institutional mandates. He is the co-portfolio manager for the Threadneedle (Lux) Pan European Absolute Alpha Fund.Before joining the company, Frederic worked at Merrill Lynch as an equity research analyst.Frederic has a Master in Management from HEC Paris and also holds the Chartered Financial Analyst designation.