Schroders Personal Wealth North American Equity Fund X GBP Accumulation

The fund aims to provide capital growth and income in excess of the MSCI North America (Net Total Return) index over five to seven years by investing in the equities of North American companies.

The fund is actively managed and invests at least 80% of its assets in equities of North American companies or companies with principal business activities in the United States and Canada. The fund may also invest in other securities, countries, and regions. There are no restrictions on the size of company in which the Fund may invest, however, investment will focus on large sized and medium sized companies.

The fund may invest in companies that derive more than a specific proportion of their revenue from certain environmentally and societally damaging activities or have materially poor environmental, social, and governance factors. Additionally, the fund may use derivatives with the aim of reducing risk and managing the Fund more efficiently.

https://www.spw.com/our-services/fund-info