US Equities: manager insights

Discover why Japan’s overlooked small caps offer fresh growth as innovation and AI reshape the market.

Three investment managers debate growth strategies from tech disruption to steady compounders

Matthew Brett assesses the Japan Trust’s performance, highlighting new holdings and the portfolio’s growth potential.

The Worldwide US Equity Growth Fund aims to maximise total return principally through investment in equities which are listed on Regulated Markets in the US.

The American Fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in sterling, by at least 1.5 per cent per annum over rolling five-year periods.

The Baillie Gifford US Growth Trust plc seeks to invest predominantly in listed and unlisted US companies that the Company believes have the potential to grow substantially faster than the average company, and to hold onto them for long periods of time to produce long-term capital growth.