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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
We think this fund is a great way to invest in businesses with strong growth prospects in the world's largest stock market. The manager's growth style of investing aims to benefit from investing in exceptional growth businesses and holding them for long enough to reap the rewards. We like their...
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.
Investment Policy The Sub-fund will invest at least 90% in shares of US companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in the US. The Sub-fund will be actively managed, concentrated and will invest in companies of any size and in any sector.
To the extent that the Sub-fund is not fully invested in shares of US companies, the Sub-fund may also invest in other transferable securities of US companies, money market instruments, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.