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ALICO GARTMORE AMERICAN GROWTH LF - Fund overview

No Bestinvest rating


Overview of ALICO GARTMORE AMERICAN GROWTH LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ALICO GARTMORE AMERICAN GROWTH LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  November, 2000
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 109.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.03%
Annual management charge 0.75%
Total expense ratio 0.87%
Reduction in yield (10yr) 1.38%

Bestinvest says


No information available.

Portfolio

alico gartmore american growth lf asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 7%
alico gartmore american growth lf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
alico gartmore american growth lf equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 23%
Small Caps 2%

Investment process


The Fund aims to provide investors with the highest possible capital return from a concentrated portfolio of companies domiciled, operating or generating revenue in North America. The yield is not a consideration.
The Fund invests in companies, of any marketcapitalisation, which demonstrate a potential for outstanding high growth. The Fund will typically focus its investments in a portfolio approximately 30 holdings although this will be at the discretion of the Manager.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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