US Growth Trust
With exposure to the world's largest economy, the USA, this fund looks to grow the value of your money over the medium to long term by investing in shares in the US markets. The fund invests in some of the largest and best-known companies like Apple, FedEx and Amazon, which potentially have excellent long-term growth prospects.
Giving investors access to the world's largest economy and a chance to invest in companies, which are known all around the world. The fund also allows investors an opportunity to spread their investment risk outside of the UK to diversify their portfolio.
*Initial charge - a charge that is paid to the fund manager when the investor is made to cover the cost of setting up the investment. The initial charge is 5%, however there is currently a 3.5% discount applied so an initial charge of 1.5% will apply to all investments. (The initial charge is referred to as the entry charge in the KIID.)
#Ongoing charges - this figure includes the Annual Management Charge and the additional costs of managing the Trust, such as the Trustee's fees and expenses and audit fees but excludes portfolio transaction costs. The ongoing charge is updated monthly and may vary from the figure quoted in the Key Investor Information Document (KIID), which is calculated at the end of the previous calendar year.
Costs incurred by us when buying and selling underlying investments.
Costs & Charges Disclosure Document:
An illustration of the effect of the charges on the funds can be found in the Costs & Charges Disclosure Document. A copy of this can be found here.
Please remember that past performance is not a reliable indicator of future results.