Martin Currie North American Class A Fund
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £534 |
|---|
| Normal Standard Initial Charge | 5.00% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 1.64% |
| Fund Unit Type | Acc |
| Dividend Payment Dates | Apr |
The North American Fund from Martin Currie aims to produce capital growth by investing in both the United States and Canada. Tom Walker and David Forsyth employ a high-conviction approach and if they don’t like a company, they won’t own it.
IMA Sector: North America
At the Trustnet Awards 2009 the Martin Currie Fund won the North America category.
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.
Tom Walker & David Forsyth
