fund
SVS Sanlam North American Equity B
Multicap fund targeting long term capital growth from North American equities.
PRICE (INC)
420.5p
PRICE (ACC)
-
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.65%
ONGOING CHARGE
0.7%
YIELD
0.1%
Prices as at 18 Aug 2022.
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 achieve long-term growth of capital primarily through investment in securities quoted on markets in North America. In order to achieve the objective, the strategy will be to invest in a wide range of companies, both, small and large, which reflect growth opportunities in various sectors of the North America and global economies.
Fund summary
| Sector | North America |
|---|---|
| Structure | UNIT TRUST |
| Launched | June 2011 |
| Size | £191m |
| Yield | 0.1% |
| Charging Basis | Income |
| Dividends paid | 20 Jan, 20 Jul |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.65% |
| Ongoing Charges Figure | 0.7% |
Investment Process
The fund's objective is to achieve long-term growth of capital primarily through investment in securities quoted on markets in North America. In order to achieve the Trust’s objective, the strategy will be to invest in a wide range of companies, large and small, which reflect growth opportunities in various sectors of the North American and global economies.
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