Aims to outperform the S&P500 over a market cycle using a value approach.
Prices as at 16 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Sector | North America |
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Structure | OEIC |
Launched | August 2012 |
Size | £263m |
Yield | 1.6% |
Charging Basis | Income |
Dividends paid | 31 Oct |
Standard Initial Charge | 0% |
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Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.75% |
Ongoing Charges Figure | 0.93% |
The Fund aims to achieve long-term capital growth through investment in North American securities of North American companies using a value based investment philosophy.
Past performance is not a guide to future performance. View full risk warning