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CIS US GROWTH - Fund overview

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Overview of CIS US GROWTH

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

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  North America
Product type  UNIT TRUST
Launched  February, 2001
Size  £127m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 88.85p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.24%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.78%

Bestinvest says


No information available.

Portfolio

cis us growth asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 2%
cis us growth equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
cis us growth equity capitalisation illustration
Allocation Proportion
Large Caps 90%
Mid Caps 10%
Small Caps –

View all performance data for CIS US GROWTH

Investment process


The CIS US Growth Trust aims to provide above average capital growth from a diverse portfolio of US equities in any economic sector. The Trust’s portfolio will be concentrated on strong franchise companies. Cash generation and the prospects for dividend growth are major considerations when evaluating company outlooks.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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