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FTF CLEARBRIDGE US EQUITY INCOME X HGD GBP

Bestinvest LogoLarge 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
-
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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

SectorNorth America
StructureOEIC
LaunchedOctober 2011
Size£74m
Yield2.1%
Dividends paid31 Jan, 30 Apr, 31 Jul, 30 Oct

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0%
Ongoing Charges Figure0.89%

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