US Equities Q1 investment update

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

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

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

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