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SVS Sanlam North American Equity B

Bestinvest LogoMulticap 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%

1 YEAR
-0.02%

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

SectorNorth America
StructureUNIT TRUST
LaunchedJune 2011
Size£191m
Yield0.1%
Charging BasisIncome
Dividends paid20 Jan, 20 Jul

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.65%
Ongoing Charges Figure0.7%

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