American Equity Funds

Investing in an equity fund basically means buying shares in companies trading on the stock market. Equities have the potential to drive real growth in your investment portfolio and often out-perform safer investments such as cash and bonds over the long term. Investing in equities means that you can receive capital growth through potential increases in the share price, and you may also gain from any potential dividends paid by the individual companies.

Investors looking to invest in companies across the Americas may choose from the following expertly selected, actively managed funds.

The 5 Star 5 Americas Fund is a unit-linked fund, concentrating on the Americas and normally holding up to 50 equities in five different sectors.

  • Actively managed fund by Zurich Life.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Select group of up to 50 equities from the Americas region.
  • Focus is on sector and stock selection skills.

The American Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing at least 75% of its assets in companies domiciled in the United States of America (US), or which have significant US business operations.

  • Managed by  Threadneedle Investments.
  • Indicative equity exposure: 100% of the value of the fund.
  • The fund will typically invest in fewer than 60 companies.
  • Focus is on sector and stock selection skills.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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