SVS Sanlam North American Equity Fund B
Category US Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
516.30p
3.10p (+0.60%)
Fund Code
SMNBI
B40T1C3
GB00B40T1C34
Prices updated as at 23 Apr 2024
Prices in GBX
Investment objective
The investment objective of the Fund is to achieve long term capital growth over a period of at least 5 years. The Manager’s policy, in order to achieve the Trust’s objective, will be to invest at least 80% of its portfolio in a wide range of companies that are listed, quoted or traded in the United States of America (the “US”) or Canada, or which have a significant part of their activities in the US or Canada but which are quoted on a regulated market outside of the US or Canada.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Tim Day, Chris Ford |
| 531.1 | |
| 378.2 | |
| Fund comparative index | MSCI North America NR GBP |
| North America | |
| - | |
| 0.69 | |
| 0.04 | |
| 0.00 | |
| US Large-Cap Blend Equity | |
| No | |
| Fund provider | Evelyn Partners Fund Solutions Limited |
| Share class launch date | 08 Jun 2011 |
| £133.70m | |
| - | |
| 0.21 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
