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F&C US SMALLER COMPANIES 1 - Fund overview

No Bestinvest rating
Find rated north american smaller cos funds


Overview of F&C US SMALLER COMPANIES 1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C US SMALLER COMPANIES 1 does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  North American Smaller Cos
Product type  OEIC
Launched  August, 1983
Size  £39m
Yield 0.0%
Charging basis  Income
Dividends paid  31/10.
Bid price 1,142.00p -2.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.75%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

f&c us smaller companies 1 asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 7%
f&c us smaller companies 1 equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
f&c us smaller companies 1 equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 12%
Small Caps 88%

Investment process


The Fund aims to achieve long term capital growth through investment in smaller and medium sized quoted companies in the USA.

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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