WS Lindsell Train North American Equity Fund Income Class

The WS Lindsell Train North American Eq Fund is focused on achieving long-term growth by investing primarily in 20 to 30 high-quality North American companies from the United States, Canada, and Mexico. The fund is actively managed, with the portfolio manager selecting companies that are profitable, well-established, and have strong financial health, anticipating their value will increase over time. While the majority of the investments are concentrated in North American stocks, up to 20% of the portfolio may include non-North American companies or cash equivalents. This strategic selection aims to outperform the broader MSCI North American Index by identifying and holding superior companies across various industry sectors.