fund
Invesco US Equity (UK) Y
Targets capital growth through investment in North American equities.
PRICE (INC)
486.52p
PRICE (ACC)
486.52p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.86%
ONGOING CHARGE
0.86%
YIELD
0.6%
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The aim of the fund is to achieve capital growth in North America. The fund intends to primarily invest in shares of companies in the USA, but may also invest in Canada. In pursuing this objective, fund managers, SImon Laing and Simon Clinch, may include investments that they consider to be appropriate sich as transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.
Fund summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | March 2014 |
| Size | £227m |
| Yield | 0.6% |
| Charging Basis | Income |
| Dividends paid | Acc units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.86% |
| Ongoing Charges Figure | 0.86% |
Investment Process
The fund aims to achieve capital growth in North America. The fund intends to invest primarily in shares of companies in the USA, but may also invest in Canada. It may include other North American related investments that the fund managers consider appropriate (which from 13th February 2004 may include units in collective investment schemes, warrants, deposits, derivatives and other permitted investments and transactions).
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