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GAM NORTH AMERICAN GROWTH - Fund overview

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Overview of GAM NORTH AMERICAN GROWTH

This is a pure stock picking fund, with underlying stocks selected on the basis of rigourous research at the individual company level. The fund's manager Gordon Grender is a stockmarket veteran and has managed this fund for over 24 years. He targets shareholder friendly companies and takes a buy and hold approach, which results in a concentrated portfolio of some 30 stocks.

Standard Initial Charge

5.00% 0.00%

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Fund summary

Sector  North America
Product type  OEIC
Launched  January, 1985
Size  £111m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 1,696.25p
Bid price(acc) 2,115.22p

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 1.66%
Reduction in yield (10yr) 1.66%

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No information available.

Portfolio

gam north american growth asset allocation illustration
Allocation Proportion
Equity 86%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 14%
gam north american growth equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
gam north american growth equity capitalisation illustration
Allocation Proportion
Large Caps 18%
Mid Caps 36%
Small Caps 46%

Investment process


The fund's objective is capital appreciation through investment in quoted securities in the USA and Canada.
The fund's manager takes a longer term view of markets employing a buy and hold approach to stocks. Conservatively run companies with strong business models are backed and they usually feature the following characteristics: Companies that can expand through their own generation of cash; management shareholdings; sales growth; undervalued vs long-term growth prospects and leanly-run companies. The majority of stock ideas emanate from the manager’s long experience and industry contacts.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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