MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate growth over the long term (5 years or more) by investing in North American equities (company shares). Performance Target: To achieve the return of the S&P 500 Index plus 3% per annum over three years (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The ACD believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index.

Fund Managers

North American Equity Team