fund
LIONTRUST US OPPORTUNITIES C
Large and mid cap North American equity fund feeding off Neptune's house economic and sector views.
PRICE (INC)
-
PRICE (ACC)
396.24998p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
0.87%
YIELD
0%
1 YEAR
-4.10%Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The investment objective of the Fund is to generate long term (5 years or more) capital growth. The Fund invests at least 80% in shares of US companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US.
Fund summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | October 2012 |
| Size | £219m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 0.87% |
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