fund
CT AMERICAN SMALLER COMPANIES C1
Aims 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%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
| Sector | North American Smaller Companies |
|---|---|
| Structure | OEIC |
| Launched | November 1997 |
| Size | £803m |
| Yield | 0% |
| Dividends paid | May |
Charges
| Standard Initial Charge | 3.75% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.5% |
| Ongoing Charges Figure | 1.63% |
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