SLI American Eq Unconstrained Growth Inc


Buy/Sell Price  (as of 23/09/2016) £0.6313   Day Change :  -0.28%     Fund Code:  SLAUI 

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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Biography

Jonathan graduated from Exeter University in 2001 with a BA Honours degree in History. He began his career at Gartmore Investment Management in 2001 before joining Ignis in July 2006. Jonathan is a member of the CFA Institute /UKSIP.

Biography

As Head of US Equities, Jeff Morris is responsible for the management of the US equities team composed of 12 investment professionals. Jeff joined Standard Life in 2004. He has over 19 years of investment experience. Jeff holds a B.S. in Business Administration from Colorado State University and a Master of Science in Finance from the University of Colorado Denver. He earned a Chartered Financial Analyst designation in 1994.
Investment HouseStandard Life
Fund ProviderStandard Life Investments
ManagerJonathan Fearon   Biography
ManagerJeff Morris   Biography

Fund Objective The objective of the Fund is to provide capital appreciation. It is intended that income will not be a prime consideration. The investment policy of the Fund is to invest mostly in equities and equity type investments of companies listed on a US or Canadian stock exchange or which, in the opinion of the ACD, carry on a substantial part of their operations in the USA or Canada. Additionally, up to 20% of the Fund may from time-to-time be invested in equities and equity type investments of companies which in te opinion of the ACD carry on significant part of their operations in Latin America (including Central America).

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00BYQNBC93
12-Month NAV High £0.65
12-Month NAV Low £0.46
Fund Comparative IndexIA North America
Morningstar CategoryTMUS Large-Cap Growth Equity
Dividend FrequencyYearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

Growth of £1000 Help

 as of  23/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
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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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