US Equity Strategy – Manager Insights

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

Praveen Kumar covers insights on market trends, the Trust's performance and growth forecast.

James Dow updates shareholders on the resilience of the trust's dividend and portfolio.

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.