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HARBOR CAPITAL APPRECIATION - Fund overview

No Bestinvest rating

Overview of HARBOR CAPITAL APPRECIATION

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

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	December, 1987
Size	£3,313m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	1,558.30p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

harbor capital appreciation asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	0%
	Quality bonds	0%
	Property	1%
	Commodities	0%
	Hedge	0%
	Fund cash	0%

harbor capital appreciation equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	0%
	Nth America	100%
	Japan	0%
	Pacific	0%
	Other Equity	0%

harbor capital appreciation equity capitalisation illustration

Allocation		Proportion

	Large Caps	100%
	Mid Caps	0%
	Small Caps	0%

View all performance data for HARBOR CAPITAL APPRECIATION

Investment process

Harbor Capital Appreciation Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion and above-average prospects for growth.

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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