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At a glance
Index
S&P 500
Launch date
Mar 1982
Fund size
$2,736.4m
Fund currency
USD
OEICs
Fund Managers
Cormac Weldon
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American Select
The Fund aims to achieve above average capital growth through investing in companies domiciled in North America or which have significant North American operations. These include smaller and emerging growth companies, those with potential for merger or takeover, those with new management recovery situations and exploration companies. There will be no particular sector specialisation.
Threadneedle's US equity capabilities
Managed by Head of US Equities Cormac Weldon, the Fund offers access to a focused portfolio of US stocks with the flexibility to pursue investment opportunities wherever they exist in the market place. It is 'AA' rated by independent fund analysts Standard & Poor's and offers a more focused offering compared with the Threadneedle American Fund. As part of the investment process, the manager can access Threadneedle's broad research platform through fundamental bottom-up, stock-specific research and top-down, strategic analysis.
Graph as at 12 noon: 31st March 2012
- Offers access to a focused portfolio of US stocks with the flexibility to pursue investment opportunities wherever they exist in the market place.
- More focused offering compared with the Threadneedle American Fund.
- The Fund Manager also exploits Threadneedle's broad research platform through fundamental bottom-up, stock-specific research and top-down, strategic analysis.
- The size and experience of our team, our presence in the City of London and the scale of the US assets we have under management provide us with crucial advantages over the competition in terms of direct access to US firms.
- 'AA' rated by independent fund analysts Standard & Poor's and OBSR.
- Managed by Head of US Equities Cormac Weldon.
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- Launch date: March 1982.
- Min. Investment £2,000 / €2,500 / $3,000.
- Morningstar Rating ****
- Index: S&P 500.
- Standard & Poor's: AA rating.
- Cormac Weldon
Cormac Weldon joined Threadneedle in 1997 and is Head of US Equities. He manages the Threadneedle American Smaller Companies, the Threadneedle American Select and the Allied Dunbar North American Growth Funds.
Cormac started his career with KPMG. He has also worked for Provident Mutual as an Analyst on their North American equities team and British Gas Pension Fund as a Fund Manager on their North American equities team.
Cormac has a BA in Accounting and Finance from Dublin City University.
He is also an associate member of the UK Society of Investment Professionals (UKSIP) and a CFA Charter holder.
Fund Factsheet
View our American Select Fund Factsheet. more >