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Findlay Park American GBP

Ranked 1 out of 27 in - North American Small & Medium Companies over 12 months
All calculations are in GBP

Objective

The fund aims to generate capital growth and seeks to achieve return above the performance of a Russell 1000 Net 30% Total Return Index. The fund principally invests in the shares of companies that conduct their business primarily in the US, Canada,and Latin America or which derive a significant proportion of their revenue or profits from those regions.

Performance

North American Small & Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 7.1% 0.5% 5.8% 0.8%
2013 30.6% 12.4% 1.4% 6.2% 7.9%
2012 16.7% 11.7% -4.7% 7.9% 1.6%
2011 -3.3% 5.5% -0.7% -13.4% 6.6%
2010 22.9% 5.3% -5.6% 10.6% 11.8%
2009 34.2% -6.0% 16.8% 15.7% 5.7%
2008 -30.7% -9.0% 5.7% -12.1% -18.1%
2007 17.2% 5.1% 11.6% 0.3% -0.4%
2006 22.2% 11.7% -1.8% 2.4% 8.8%
2005 17.7% -0.4% 6.4% 8.0% 2.8%
2004 18.2% 1.6% 2.6% 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date08/03/2004
  • Share Class size1,609Mn
  • Base currencyGBP
  • ISIN IE00B00J0F11

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment0.300000011920929

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).