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F&C NORTH AMERICAN - Fund overview

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Overview of F&C NORTH AMERICAN

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

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest to save 5.00%
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Fund summary

Sector  North America
Product type  OEIC
Launched  October, 1984
Size  £256m
Yield 0.0%
Charging basis  INCOME
Dividends paid  Acc units only.
Bid price 211.20p

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 1.57%
Reduction in yield (10yr) 1.57%

Bestinvest says


No information available.

Portfolio

f&c north american asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
f&c north american equity geographic illustration
Allocation Proportion
UK 0%
Europe 1%
Nth America 99%
Japan 0%
Pacific 0%
Other Equity 0%
f&c north american equity capitalisation illustration
Allocation Proportion
Large Caps 84%
Mid Caps 14%
Small Caps 2%

View all performance data for F&C NORTH AMERICAN

Investment process


The objective is capital growth and income from investing mainly in ordinary shares in the US and Canada. The fund may use traded options and other derivative products and may engage in currency hedging activities in accordance with the relevant regulations. The fund may also hold convertible stocks and cash where appropriate.

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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