Quick Stats

Bid Price - Offer Price -
Mid Price GBX 161.80 Day Change GBX -4.10 (-2.47%)
Price Date 17 Dec 2018 Crown Rating 1
Shares Class Inc. Yield 0.35 %
Total Expense Ratio 0.00 Fund Size 111,600,000.00
Launch Date 16/11/1998 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector North America
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB0004483094 Min TopUp (£) 50,000.00

Fund Objective

The fund aims to provide long term growth by investing in US or Canadian equities (including a limited exposure to Latin and Central America). The fund typically holds a concentrated portfolio of stocks and is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.

Fund Managers

Jeff Morris
Jeff joined Standard Life in 2004. Jeff has over 21 years' investment experience. He is responsible for the management of the US equities and a team of 10 investment professionals. Jeff holds a BS in Business Administration from Colorado State University and an MS in Finance from the University of Colorado at Denver. He obtained Chartered Financial Analyst status in 1994.