||25/09/15 to 25/09/16
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||25/09/18 to 25/09/19
||25/09/19 to 25/09/20
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.
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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 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.