Targets capital growth by investing primarily in large US companies.
Prices as at 01 Jul 2022.
Fund commentary last updated 06 Oct 2021.
Past performance is not an indication of future performance.
Capital at risk.
Sector | North America |
---|---|
Structure | OEIC |
Launched | June 2013 |
Size | £1,002m |
Yield | 0% |
Charging Basis | Income |
Dividends paid | Acc units only |
Standard Initial Charge | 1% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.8% |
Ongoing Charges Figure | 0.8% |
Hamzaogullari takes a long-term investment perspective, avoiding what he views as ‘short-sighted’ biases such as the market’s herd mentality which can overshadow company fundamentals. He believes that only 1% of businesses have long-term sustainable growth potential and that a thorough research process is needed to identify those that are trading below their intrinsic value. Hamzaogullari has developed a seven-stage investment process based around quality, growth and valuation, to help him and his team do this. The first four steps focus on quality including looking at a company’s barriers to entry, cashflow generation and long-term shareholder orientated owners. They then looks at growth drivers for the business over a 10 year plus period and its intrinsic value range. The stock weightings will typically be built up to 2.5% to 5% and allowed to grow to 8%. The managers will trim or add to the positions based on valuation. The fund’s main exposure is to the information technology and communication services sectors, but the team try to limit this risk by owning a mixture of both new and old systems and processes.
Past performance is not a guide to future performance. View full risk warning