fund
ROYAL LONDON US GROWTH A
Invests in a diverse portfolio of US securities in any economic sector.
PRICE (INC)
424.1p
PRICE (ACC)
-
INITIAL CHARGE
5%
0%
ANNUAL MANAGEMENT CHARGE
1.25%
ONGOING CHARGE
1.28%
YIELD
0%
1 YEAR
8.73%Prices as at 05 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The objective of the fund is to provide above-average capital growth over the medium to long term through investment in a diverse portfolio of US securities in any economic sector. The fund invests in a diverse portfolio of securities, the majority of which will be represented within the Standard & Poor's Composite 500 Index. This is an index of the largest US quoted companies.
Fund summary
| Sector | North America |
|---|---|
| Structure | UNIT TRUST |
| Launched | February 2001 |
| Size | £287m |
| Yield | 0% |
| Dividends paid | February, August |
Charges
| Standard Initial Charge | 5% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.25% |
| Ongoing Charges Figure | 1.28% |
Investment Process
The CIS US Growth Trust aims to provide above average capital growth from a diverse portfolio of US equities in any economic sector. The Trust’s portfolio will be concentrated on strong franchise companies. Cash generation and the prospects for dividend growth are major considerations when evaluating company outlooks.
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