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Threadneedle (Lux) Global Smaller Companies Fund

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Consistently uncovering the big potential in smaller companies

The Threadneedle (Lux) Global Smaller Companies Fund has a small cap global equity fund with a strong quality growth bias that invests in companies with the pricing power to generate strong and sustainable returns.

World in Motion - Global Equities Blog

Our World in Motion global equities blog lifts the lid on what we do and shows you how our investment engine works. From describing company visits and snapshots of the work we do, to exploring the major themes and trends shaping markets.

Reasons to invest

IDENTIFYING ‘HIDDEN GEMS’

The global small cap marketplace of over 4,000 companies provides a rich hunting ground for active managers

TARGETS CONSISTENT RETURNS

Global small caps have outperformed their large cap peers over the long term, offering better absolute and risk adjusted returns

CLEAR AND CONSISTENT APPROACH

Bottom-up portfolio construction creates a good balance between diversification and conviction

BUILDING ON SUCCESSFUL REGIONAL STRATEGIES

The portfolio manager draws on insights from our team of regional small cap equity managers and analysts

Portfolio Manager

Scott Woods
Portfolio Manager

Investment appraoch

Competitive advantage is at the heart of our approach. By understanding the source and sustainability of a company’s competitive edge, it gives us the confidence that it can maintain its market position and continue to deliver high returns and stable growth over the long run. We aren’t simply looking for companies with the highest returns, but ones where they are either stable or improving, and are sustainable.

Circle diagram
Circle diagram

Source: Columbia Threadneedle Investments.

Global know-how, local resources

Our global equity investment team harness regional, industry and local investment expertise from across the globe to gain a deep and personal understanding of the companies we invest in.

With over 200 equity investment professionals fuelling our research resources, we believe our unique perspective positions us to identify the best opportunities and capture alpha for our clients.

Source: Columbia Threadneedle Investments.

Documents

Risks

Investment Risk

The value of investments can fall as well as rise and investors might not get back the sum originally invested.

Currency Risk

Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.

Liquidity Risk

The Fund holds assets which could prove difficult to sell. The Fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities.

Derivatives for EPM / Hedging

The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions.

Volatility Risk

The fund may exhibit significant price volatility.

Important Information

For use by Professional and/or Qualified Investors only (not to be used with or passed on to retail clients). Past performance is not a guide to future performance. T The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Threadneedle (Lux) is an investment company with variable capital (Société d’investissement à capital variable, or “”SICAV””) formed under the laws of the Grand Duchy of Luxembourg. The SICAV issues, redeems and exchanges shares of different classes. The management company of the SICAV is Threadneedle Management Luxembourg S.A, which is advised by Threadneedle Asset Management Ltd. and/or selected sub-advisors. This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services.

Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. Documents other than KIIDs are available in English, French, German, Portuguese, Italian, Spanish and Dutch (no Dutch Prospectus). KIIDs are available in local languages. Documents can be obtained free of charge on request by writing to the management company at 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg, from International Financial Data Services (Luxembourg) S.A. at 47, avenue John F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, from www.columbiathreadneedle.com and/or from Belgium: CACEIS Belgium S.A., avenue du Port 86 C b 320, 1000 Brussels.

The mention of any specific shares or bonds should not be taken as a recommendation to deal. The fund characteristics described above are internal guidelines (rather than limits and controls). They do not form part of the fund’s objective and policy and are subject to change without notice in the future.The analysis included in this document has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Threadneedle Management Luxembourg S.A. Registered with the Registre de Commerce et des Societes (Luxembourg), Registered No. B 110242 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Approach

Teamwork defines us and is fundamental to our investment process, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.