SLI American Eqty Unconstrained Ret Acc

Buy/Sell Price  (as of 21/09/2018) £1.523   Day Change :  -0.13%     Fund Code:  SLAEG 

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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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.


As Senior Vice-President, U.S. Equities, Euan Sanderson is responsible for analysis of transportation and financial stocks. He manages several U.S. equity funds benchmarked to the S&P 500 and is co-manager of the U.S. Monthly Income Fund. Euan Sanderson joined Standard Life Investments in December 2002. In 2006 he moved to the Boston office, where he was appointed to his current position in 2007. Euan graduated from the University of Edinburgh with a First Class Honours Degree in Business Studies and Accounting. He holds a CFA designation, IMC certification, and an ACI Dealing Certificate.
Investment HouseStandard Life
Fund ProviderStandard Life Investments
ManagerJeff Morris   Biography
ManagerEuan Sanderson   Biography

Fund Objective The fund aims to provide long term growth by investing in US or Canadian equites (including a limited exposure to Latin and Central America).

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £1.56
12-Month NAV Low £1.30
Fund Comparative Index -
Morningstar CategoryTMUS Large-Cap Growth Equity
Dividend FrequencyYearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

 as of  31/08/2018
Overall2 star
3 Years1 star
5 Years2 star
10 Years2 star

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

Growth of £1000 Help

 as of  21/09/2018

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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