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North American Fund
Investment Objective
This fund aims to achieve capital growth in the long-term by investing mainly in North American companies.
Investment Policy
The fund will concentrate the core of the portfolio on large companies whilst maintaining a reasonable presence in medium and small sized companies with above-average potential for growth.
Risk/Return Relationship
The North American Fund is a medium/adventurous risk fund. In addition to the market risk there is a currency risk principally that of the dollar against sterling.
Further Information
North American Fund factsheet (PDF new window)
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