Multicap fund targeting long term capital growth from North American equities.
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.
Sector | North America |
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Structure | UNIT TRUST |
Launched | June 2011 |
Size | £191m |
Yield | 0.1% |
Charging Basis | Income |
Dividends paid | 20 Jan, 20 Jul |
Standard Initial Charge | 0% |
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Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.65% |
Ongoing Charges Figure | 0.7% |
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.
Past performance is not a guide to future performance. View full risk warning