Prices as at 24 Jun 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Standard Initial Charge||1%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.5%|
|Ongoing Charges Figure||0.51%|
This fund holds companies with a market cap greater than $3bn, mainly in the US but Canadian stocks may be held at times. A bottom up stock-picking approach is used to identify attractive long-term growth prospects coupled with shares trading on reasonable valuations. Industry and economic factors will be taken into account when analysing companies, but the profile of the fund will be mainly a result of the stock selection and adherence to risk controls. Analysts seek a sustainable return on capital generated through a strong business model or market position, above average growth funded internally and management committed to creating shareholder value. Inclusion in the portfolio is determined by strength of conviction and the effect on portfolio profile. Portfolio turnover is low, with the management prepared to back companies for the long term if fundamentals remain in place.
Past performance is not a guide to future performance. View full risk warning