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 EMIX Smaller European Companies Ex UK Index after charges over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of smaller Continental European companies. The Fund selects smaller companies considered to have good prospects for share price growth, from any industry or economic sector, and in some instances, this may provide exposure to niche growth areas that often cannot be accessed through large companies. The EMIX Smaller European Companies Ex UK Index is regarded as providing an appropriate representation of the share performance of smaller sized companies across Europe (excluding the UK), currently with over 1,000 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 100 companies, which may include shares of some companies not within the EMIX Smaller European Companies Ex UK 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. The Fund permanently invests a minimum of 75% of its assets in European Economic Area equities, and is therefore PEA (Plan d’Epargne en Actions) eligible in France.

Fund Managers

Philip Dicken

Philip Dicken is Head of European equities at Columbia Threadneedle Investments. He joined the company in 2004 and has managed the pan European smaller companies strategy since launch. He also manages our European smaller companies strategies. He started his career with Merrill Lynch as an analyst in the Corporate Finance division and holds a first class degree in Mechanical Engineering with study in Continental Europe from Bristol University. He holds the Chartered Financial Analyst designation and is also a member of the CFA Society of the UK.

Mine Tezgul

Mine Tezgul is a portfolio manager within the European equities team. She co-manages the Threadneedle European Smaller Companies and Threadneedle (Lux) Pan European Small Cap Opportunities funds. Mine joined the company in 2018 as an equity analyst in the European equities team. She later became deputy portfolio manager of the European and Pan European Smaller Companies strategy. Before joining the company, Mine spent ten years as an equity analyst focusing on developed market equities. She has worked at Lansdowne Partners, SAC Global Investors and Highbridge Capital Management. She started her career with Citigroup as a financial analyst in the investment banking division. She holds a BA in Economics with General Honors from the University of Chicago and an MBA with Distinction from INSEAD.