Fund search Browse or

FINDLAY PARK AMERICAN GBP - Fund overview

No Bestinvest rating

Overview of FINDLAY PARK AMERICAN GBP

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

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	March, 2004
Size	£4,434m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	2,693.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.10%
Reduction in yield (10yr)	1.10%

Bestinvest says

No information available.

Portfolio

findlay park american gbp asset allocation illustration

Allocation		Proportion

	Equity	89%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	11%

findlay park american gbp equity geographic illustration

Allocation		Proportion

	UK	–
	Europe	–
	Nth America	100%
	Japan	–
	Pacific	–
	Other Equity	–

findlay park american gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	38%
	Mid Caps	54%
	Small Caps	8%

View all performance data for FINDLAY PARK AMERICAN GBP

Investment process

The objective of the fund is to achieve long term capital growth by investing in a diversified portfolio of quoted U.S. smaller companies. The aim is also to beat the U.S. Smaller Companies Russell 2000 Index by as much as possible while taking a lower overall risk profile than that of the index.

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

Research