Quick Stats

Bid Price GBX 217.20 Offer Price GBX 220.50
Mid Price - Day Change GBX -0.10 (-0.05%)
Price Date 27 Jun 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.54 Fund Size 209,817,316.01
Launch Date 19/02/2001 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.54
ISIN GB0030038359 Min TopUp (£) 500.00

Fund Objective

The US Growth Trust aims to provide above average capital growth from a diverse portfolio of US equities in any economic sector. The Trust's portfolio will be concentrated on strong franchise companies. Cash generation and the prospects for dividend growth are major considerations when evaluating company outlooks.

Fund Managers

Tom Digenan
Tom Digenan joined UBS Global Asset Management in 1993. Prior to joining the US equity team, Tom was president of mutual funds and the relationship funds organization. Based in Chicago, Tom participates in the analysis and development of US equity portfolios, and is responsible for communicating UBS's equity strategy to clients and investment consultants. Tom has been working in the investment industry since 1986. Prior to joining UBS, Tom was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Tom is a member of the CFA Institute, the CFA Society of Chicago and the American Institute of Certified Public Accountants