CT American Smaller Companies Fund(US) Z Accumulation GBP
Category US Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£5.4422
£-0.026 (-0.48%)
Fund Code
THCAZ
B8358Z8
GB00B8358Z89
Prices updated as at 25 Oct 2024
Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It also looks to outperform the Russell 2500 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 shares of American smaller companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Threadneedle Investment Services Ltd
Fund launch date
10 Nov 1997
Domicile
United Kingdom
UCITS
Yes
Fund manager
Nicolas Janvier
Manager start date
01 Dec 2015
Fund manager biography
Nicolas Janvier is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in October 2020 and leads the London-based team which manages a significant US equities franchise for clients.
Mr Janvier has been with the company for 14 years, working as a US equities portfolio manager in both our US and London offices. He is currently lead manager for the Threadneedle American strategy and Threadneedle American Smaller Companies strategy, as well as ESG portfolios managed by the London team. He is also co-portfolio manager of the Columbia Large Cap Growth Opportunity strategy. Mr Janvier joined the company in 2006, spending eight years in our New York office as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies.
Prior to this, Mr Janvier was a portfolio manager with the Private Bank at Bank of America.
Mr Janvier holds a BSc in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation.
Fund manager
Louis Ubaka
Manager start date
01 Feb 2024
Fund manager biography
"Louis Ubaka is a Portfolio Manager in the US Equities team at Columbia Threadneedle Investments focusing on the EMEA US Equities Small Cap strategy. He joined the London-based US Equities team in July 2021.
Prior to joining Columbia Threadneedle, Louis was most recently employed as a Fund Manager’s Assistant on the European Equities team at Schroders in London. Prior to Schroders, Louis was a Fund Manager’s Assistant on the Multi-Asset Fund of Funds team at Sarasin & Partners.
Louis has a BA in Business Management from Middlesex University. He holds the Chartered Financial Analyst designation and the Investment Management Certificate.
"
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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