Threadneedle European Select Fund Z Accumulation GBPRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.6 | 27.4 | 16.6 | 17.4 | -17.2 |
![]() | +/-Cat | 1.2 | 8.2 | 7.2 | 2.0 | -7.7 |
![]() | +/-B’mrk | -0.7 | 7.4 | 9.1 | 0.7 | -8.1 |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: MSCI Europe Ex UK NR EUR |
Key Stats | ||
NAV 18/05/2022 | GBP 2.46 | |
Day Change | -0.28% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00B8BC5H23 | |
Fund Size (Mil) 30/04/2022 | GBP 1469.96 | |
Share Class Size (Mil) 17/05/2022 | GBP 939.91 | |
Max Initial Charge | - | |
Ongoing Charge 28/01/2022 | 0.80% |
Morningstar Research |
Analyst Report |
Threadneedle European Select has undergone some changes in recent years, more recently with the promotion of Benjamin Moore to lead manager, but the presence of a solid process and consistent execution are positives. The Z share classes retain a... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Average |
Parent | Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Threadneedle European Select Fund Z Accumulation GBP |
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the FTSE World Europe ex UK 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 companies domiciled in Continental Europe, or which have significant Continental European business operations. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Benjamin Moore 01/04/2019 | ||
Inception Date 01/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR EUR | MSCI Europe Ex UK NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Threadneedle European Select Fund Z Accumulation GBP | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.83 |
![]() | ![]() | 5.71 |
![]() | ![]() | 5.67 |
![]() | ![]() | 4.49 |
![]() | ![]() | 4.24 |
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Threadneedle European Select Fund Z Accumulation GBP |