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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
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 150 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 150 funds are superior alternatives.
View funds on the Wealth 150 »
The Fund will aim to achieve a long term return.The Fund will invest primarily in equities and other investments in America (and may also invest in Canada). The Fund will invest in, predominantly, listed securities, typically common stock and American Depositary Receipts listed on US exchanges, including exchange traded funds. The Fund may invest in collective investment schemes, transferable securities, cash deposits and money market funds as permitted by the FCA Rules. The investment policy is subject to the limitations set out in Appendix B, save in relation to derivatives, for which see below.