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STRYX AMERICAN GBP - Fund overview

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Overview of STRYX AMERICAN GBP

This fund is managed by investment boutique Seilern who have a basic philosophy based on the conviction that above-average returns can be achieved through long-term investment in high-quality listed securities.
The fund is a US large cap growth fund investing in quality businesses for absolute returns. Portfolio is very focussed around 20-25 stocks.

Standard Initial Charge

5.00% –

Fund summary

Sector	North America
Product type	OFFSHORE FUND
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	10,000.00p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

stryx american gbp asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

stryx american gbp equity geographic illustration

Allocation		Proportion

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

stryx american gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	100%
	Mid Caps	–
	Small Caps	–

View all performance data for STRYX AMERICAN GBP

Investment process

Seilern starts with a quantitative screening process to identify a universe of some 150 stocks, from which they build a portfolio of around 20 holdings.
The absolute return mandate will include large US companies growing at over 10% per annum over the next five years and is expected to include top 10 names such as Alfac, Medtronic, Walgreen, Dell and United Health.
Seilern concentrates on the company's management, financial standing and corporate strategy in order to establish its potential for successful development over the long term.
The watchlist is approximately 100 companies. They analyse 30-40 of them intensively and invest clients' money in approximately 20-25 of them. They visits the chosen companies, maintain contact with their management and place emphasis on talking to their customers, competitors and suppliers. This enables us to build up an all round, objective picture of the company's potential.

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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