GAM Star Capital Apprec US Eq Instl £Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.04
  • 3 Year alpha-1.43
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.23%
  • IA SectorNorth America
  • Manager GroupGAM
  • DomicileIreland

Investment Strategy

The investment objective of the Fund is to achieve long‑term capital appreciation. It will be the policy of the Fund to invest primarily in equities and other equity related securities (including preferred Shares, convertible bonds, American Depositary Receipts and exchange traded funds) which are issued by companies with principal offices in the United States of America, which exercise their primary economic activity in the United States of America, or which are listed on or dealt in a Recognised Market in the United States of America (“US Equities”). In addition, the Fund may invest up to 20% of net assets either directly or indirectly through the use of financial derivative instruments described below in equities which are not US Equities. However, up to 15% of the Net Asset Value of the Fund may be invested in Fixed Income Securities and preferred Shares, if the fund manager considers this course of action appropriate to the goal of maximising capital growth.

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