fund
FTF CLEARBRIDGE US EQUITY INCOME X HGD GBP
Large cap US equities with an income and income growth objective
PRICE (INC)
247.8p
PRICE (ACC)
-
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0%
ONGOING CHARGE
0.89%
YIELD
2.1%
1 YEAR
-Prices as at 26 Sep 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Fund seeks to provide a high level of income with a secondary investment objective of long-term capital appreciation. Given the income generation and long-term capital appreciation objectives of the Fund, the overall objective is that of total return. Under normal market conditions, the Fund seeks to achieve its objective by investing at least 70% of its net assets in US equity or US equity related securities, which the investment manager believes have the ability to increase dividends over the long term with a view to obtaining a yield higher than the Historic
Fund summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | October 2011 |
| Size | £74m |
| Yield | 2.1% |
| Dividends paid | 31 Jan, 30 Apr, 31 Jul, 30 Oct |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0% |
| Ongoing Charges Figure | 0.89% |
Investment Process
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Past performance is not a guide to future performance. View full risk warning