US Equity Strategy – Manager Insights

The China Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

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.

Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.