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CT AMERICAN SMALLER COMPANIES C1

Bestinvest LogoAims for capital growth, primarily from smaller US based companies.

PRICE (INC)

551.57p

PRICE (ACC)

551.86p

INITIAL CHARGE

3.75%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.63%

YIELD

0%

1 YEAR
-4.46%
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Prices as at 28 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 capital growth over the long term. It also looks to outperform the Russell 2500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of American smaller companies.

Fund summary

SectorNorth American Smaller Companies
StructureOEIC
LaunchedNovember 1997
Size£803m
Yield0%
Dividends paidMay

Charges

Standard Initial Charge3.75%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.63%

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