Fund Objective
Aims to achieve capital growth from North American investments by outperformance of The Company's benchmark, the S&P 500 Index expressed in sterling total return terms. It emphasises capital growth rather than income. The Company will predominantly invest in the shares of larger quoted companies alongside a holding of up to 10% in smaller capitalisation quoted companies. The Company typically invests directly although it may also take positions in pooled vehicles to gain exposure to such companies. Returns are principally determined by the performance of the investments made by The Company, although The Company typically gears the portfolio within the range of 5% net cash to 20% geared in normal market conditions. Gearing may magnify gains or losses experienced by The Company.
Cumulative Performance
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Discrete Performance
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Prices
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Charges
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Codes
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Premium / Discount
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Fund Managers
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Ratio Information
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Contact Details
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Asset Class Breakdown
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Top Holdings
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Cumulative Performance
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Premium / Discount
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Discrete Performance
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Discrete Calendar Performance
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Ratio Information
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Detailed Info
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Top Holdings
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Region Breakdown
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Asset Class Breakdown
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Sector Breakdown
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Dividends
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Group News
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Relevant Articles
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Literature & Downloads
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