fund
SVS SANLAM NORTH AMERICAN EQUITY B
Multicap 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%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
| Sector | North America |
|---|---|
| Structure | UNIT TRUST |
| Launched | June 2011 |
| Size | £109m |
| Yield | 0.4% |
| Dividends paid | January, July |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.65% |
| Ongoing Charges Figure | 0.69% |
Investment Process
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Past performance is not a guide to future performance. View full risk warning