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SVS SANLAM NORTH AMERICAN EQUITY B

Bestinvest LogoMulticap fund targeting long term capital growth from North American equities.

PRICE (INC)

427.6p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.65%

ONGOING CHARGE

0.69%

YIELD

0.4%

1 YEAR
2.49%
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Prices as at 07 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The investment objective of the Fund is to achieve long term capital growth over a period of at least 5 years. The Manager’s policy, in order to achieve the Trust’s objective, will be to invest at least 80% of its portfolio in a wide range of companies that are listed, quoted or traded in the United States of America (the “US”) or Canada, or which have a significant part of their activities in the US or Canada but which are quoted on a regulated market outside of the US or Canada.

Fund summary

SectorNorth America
StructureUNIT TRUST
LaunchedJune 2011
Size£109m
Yield0.4%
Dividends paidJanuary, July

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.65%
Ongoing Charges Figure0.69%

Investment Process

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