Ninety One American Franchise I Acc £

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.17%
  • 3 Year sharpe1.06
  • 3 Year alpha5.55
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorNorth America
  • Manager GroupNinety One
  • DomicileUnited Kingdom
  • ISINGB00B1XFJ342

Investment Strategy

The Fund aims to achieve long-term capital growth primarily through investment in a portfolio of equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies. At least two thirds of the Fund’s total assets will be in equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies for investment purposes in order to meet the investment objectives of the Fund and/or Efficient Portfolio Management purposes. Using these investment powers for investment purposes means, in particular, maintaining positions in these investments for the longer term rather than just for tactical short term purposes. The Fund will focus investment on equities deemed to be of high quality which are typically associated with strong brands or franchises.

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