Royal London US Growth Trust A Inc

Buy Price (as of 16/02/2018) £2.194  Sell Price (as of 16/02/2018) £2.162   Day Change :  0.87%     Fund Code:  COUSG 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Mr. Digenan is the head of the US Intrinsic Value Equity team at UBS Asset Managment. Prior to this role, Tom had been a Strategist with the team since 2001. Prior to that, Tom was president of the firms mutual funds and relationship funds organization. Prior to joining the UBS predecessor organization Brinson Partners in 1993, Tom was a senior manager in the tax department of KPMG Peat Marwick. Tom is a member of the CFA Institute and the American Institute of Certified Public Accountants, and he is on the board of CFA Society Chicago. He is currently Vice Chairman of the CFA Society Chicago
Investment HouseCo-operative
Fund ProviderRLUM (CIS) Limited
ManagerThomas J. Digenan   Biography

Fund Objective 'The fund aims to provide growth in the value of your investment over time, by investing in the shares and securities of North American companies operating across a wide range of industries. The fund can also generate an income from its investments. This can either be paid out to you or be used to buy additional units in the fund.

Key Statistics

Fund Status
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMUS Large-Cap Blend Equity
Dividend FrequencyTwice Yearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

 as of  31/12/2017
Overall3 star
3 Years2 star
5 Years3 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  16/02/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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