fund
CT AMERICAN EXTENDED ALPHA C2
130/30 fund with both long and short exposure to the US market.
PRICE (INC)
-
PRICE (ACC)
713.29p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.01%
ONGOING CHARGE
0.84%
YIELD
0%
1 YEAR
-1.23%Prices as at 30 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and seeks to gain at least 75% of its investment exposure to shares of companies domiciled in the United States of America (US), or which have significant US business operations.
Fund summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | October 2007 |
| Size | £45m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.01% |
| Ongoing Charges Figure | 0.84% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning