In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in North American equities.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Larger-Cap, Growth | ||||
| AXA Framlington American Growth | 6 | A North American equity fund that has an overt growth style. The focus is on companies that have the ability to grow their top-line regardless of economic conditions. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
| Larger-Cap, Value - Dividend Strategy | ||||
| BNY Mellon US Equity Income | 5 | A US equity income strategy with a strong heritage, managed by experienced practitioners. Alongside the search for companies with high current incomes and solid dividend growth is an unwavering focus upon valuation. The fund features in our ‘Larger-Cap, Value - Dividend Strategy’ category. | ||
| JPM US Equity Income | 5 | A North American equity fund that seeks to generate a yield of 1% above that of the index. The portfolio is managed according to a well-established value approach, married with a yield discipline. Within its sector, the fund features in our 'Larger-Cap, Value - Dividend Strategy' category. | ||
| Larger-Cap, Income and Growth | ||||
| M&G North American Dividend | 5 | A high conviction North American equity fund that is underpinned by the search for dividend growth. The approach is based upon identifying stocks with dividend growth prospects, rather than prioritising a high initial yield. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | ||
| Smaller to Mid-Cap, Blend | ||||
| Schroder US Mid Cap | 6 | A North American equity fund that invests in both mid and small-cap stocks. The approach is diversified across higher growth, stable growth and turnaround companies. Within its sector, the fund features in our 'Smaller to Mid-Cap, Blend' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.