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 of companies which form the bottom 20% by market capitalisation.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Smaller to Mid-Cap, Growth-Biased | ||||
| Artemis US Smaller Companies | 6 | A North American equity fund that invests in small to medium-sized companies. The team focuses on companies with growth prospects that have been underestimated or overlooked by the market, but which they believe have great potential. Within its sector, the fund features in our ‘Smaller to Mid-Cap, Growth-Biased’ category. | ||
| Smaller-Cap, Blend | ||||
| Schroder US Smaller Companies | 6 | A North American equity fund that invests in small-cap companies. The approach is diversified across higher growth, stable growth and turnaround companies. Within its sector, the fund features in our 'Smaller-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. | ||||
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