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Threadneedle (Lux)-US Contrarian Core Eqs AU

Ranked 117 out of 141 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Guy Pope

Objective

The fund seeks to achieve long-term capital appreciation by investing principally in the equity securities of large cap companies (generally over US$ 2 billion in market capitalisation, as at time of purchase) listed, domiciled, or conducting a significant part of their business in the United States. The Sub-Advisor will take a contrarian approach and will specifically target stocks that it believes are undervalued by the market.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/06/2017 - 30/06/2018
  • Rank 117/141 Total Return
  • Rank 21/141 Standard Deviation
  • Rank 113/141 Max Drawdown
Fund Name Currency Return
115 Robeco QI US Conservative Equities D EUR EUR

5.1%

116 Robeco BP US Premium Equities D USD EUR

5.0%

117 Threadneedle (Lux)-US Contrarian Core Eqs AU EUR

4.9%

118 Janus Henderson US Strategic Val A$acc EUR

4.8%

119 JPM US Hedged Equity C Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 6.9%
2017 5.1% 4.8% -3.1% 0.2% 3.3%
2016 10.2% -4.6% 4.0% 2.7% 8.1%
2015 11.9% 12.9% -2.4% -7.9% 10.3%
2014 25.9% 0.7% 5.4% 9.5% 8.3%
2013 28.4% 13.8% 2.4% 2.2% 7.8%
2012 14.8% 11.3% -0.3% 5.9% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date12/10/2011
  • Share Class size159Mn
  • Base currencyUSD
  • ISIN LU0640476718

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).