US Equities: manager insights

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

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

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.