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Awards
Threadneedle has been recognised for its performance of funds, managers and more widely its capabilities. Below are some of the recent examples of our accolades.
Top position - 2010 Feri EuroRating Awards
Threadneedle scored top position among its UK peers with the highest quota of top-rated funds in the 2010 Feri EuroRating Awards. Based on performance to 30 June 2010, this year's awards from German-based Feri include British funds for the first time. Feri's ratings are based on performance and risk criteria, and funds require a five-year track record of management by one fund manager in order to be eligible. Of Threadneedle's total 55 eligible funds 67% have top ratings (A or B), and out of the 35 equity funds 77% have top ratings (A or B)*. The Feri Awards add to strong recognition for Threadneedle to date in 2010. Please see our press release for more information.
Consistently more Citywire ratings than any other investment group
Threadneedle has consistently had more Citywire ratings than any other investment group in 18 out of the last 19 months to July 2010. The Citywire Fund Manager Ratings track the performance of individual fund managers whilst agencies such as OBSR and Standard & Poor's focus on funds. Less than one in five fund managers get any rating at all from Citywire.
89% of funds outperform their peer group over 3 years to end July 2010
Over 3 years 89% of Threadneedle funds have outperformed their respective UK peer group.
Source: S&P Limited, (UK Database), Bid-to-bid returns with net income reinvested in Sterling.
Additionally, we have won over 60 prestigious global industry awards in 2010. To see a selection of the awards please scroll down the page.
Please note that past performance is not a guide to future performance.
Lipper Fund Awards 2010
- Threadneedle American Smaller Companies Fund: "Equity North America Small and Mid Caps" over 3 yrs.
FD Morningstar Awards 2010
- Best Overall Asset Manager (all asset classes) over 3 & 5 yrs.
- Best Equities Asset Manager over 3 & 5 yrs.
- Best Asset Manager: "European Large Cap Equities" over 3 & 5 yrs.
Lipper Fund Awards 2010
- Threadneedle American Smaller Companies: "Equity North America Small and Mid Cap" over 3 yrs.
Morningstar Awards 2010
- Best Asset Management House Global Equities, over 3 & 5 yrs.
- Threadneedle European High Yield Bond Fund: "Best Bond Euro High Yield" over 3 & 5 yrs.
Morningstar Awards 2010
- Threadneedle American Smaller Companies, over 3 yrs.
Lipper Fund Awards 2010
- Threadneedle American Smaller Companies: "Equity North American Small and Mid Cap".
Euro am Sontag Award 2010
- Threadneedle European High Yield Bond Fund: 1st Place "Bond European High Yield" over 5 yrs.
- Threadneedle American Smaller Companies Fund: 1st Place "North American Equities" over 3 yrs.
- Threadneedle (Lux) - US Equities: "North American Equities" over 3 yrs.
Morningstar Awards 2010
- Threadneedle Pan European Fund: "European Equities Large Cap".
Lipper Fund Awards 2010
- Threadneedle Target Return Fund: "Absolute Return Euro" over 3 yrs.
- Threadneedle American Smaller Companies Fund: "Equity North America Small and Mid Caps" over 3 yrs.
- Threadneedle European Bond Fund: "Bond Europe" over 3 yrs.
Milano Finanza Awards – AAA
- Threadneedle (Lux) Pan European Equities.
- Threadneedle (Lux) US Equities.
- Threadneedle (Lux) US$ High Income Bonds.
Morningstar Awards 2010
- Best Equity Large Cap Company.
Lipper Fund Awards Gulf 2010
- Threadneedle UK Equity Income: "UK Equity Income" over 3 yrs.

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