||20/10/15 to 20/10/16
||20/10/16 to 20/10/17
||20/10/17 to 20/10/18
||20/10/18 to 20/10/19
||20/10/19 to 20/10/20
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
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
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.