A relatively concentrated portfolio of companies of all sizes, run by an ex-Threadneedle manager.
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.
Sector | North America |
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Structure | OFFSHORE FUND |
Launched | November 2011 |
Size | £753m |
Yield | 0% |
Charging Basis | |
Dividends paid | May |
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 | 0.84% |
This fund is focused on all-cap North American long-only equities. Its aim is to outperform the MSCI North American by more than 5% per annum.
Past performance is not a guide to future performance. View full risk warning