||23/01/15 to 23/01/16
||23/01/16 to 23/01/17
||23/01/17 to 23/01/18
||23/01/18 to 23/01/19
||23/01/19 to 23/01/20
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.
View fund chart
Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The Fund aims to achieve above average capital growth. The Fund invests primarily in equities of companies which are domiciled in North America or which have significant North American operations, by investing directly or indirectly in such securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in markets other than in North America. Exposure to North American and other markets may be gained through both long and short positions. The Fund may invest in equities, derivatives, forward transactions and collective investment schemes. The Fund may also invest in other securities (including fixed interest securities and money market securities), deposits and cash. In order to gain short exposure the Fund will invest in derivatives. The Fund may also invest in derivatives to gain long exposure.