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PSigma American

Ranked 105 out of 143 in - North America over 12 months
All calculations are in GBP

Managed by

James Abate

Objective

The investment objective of the Scheme is to achieve long term capital growth. The Fund intends to invest primarily in US companies with large capitalisations (defined as issuers with market capitalisation greater than $2 billion) but may also invest in other US or US related companies.

Performance

North America over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.0% 0.0% 3.5% 4.3%
2013 22.0% 16.6% -1.1% -0.2% 6.1%
2012 5.7% 9.2% -3.5% 4.9% -4.4%
2011 -3.3% 0.2% -2.2% -9.9% 9.6%
2010 19.6% 10.6% -9.3% 3.4% 15.4%
2009 15.4% -6.8% 0.5% 15.3% 6.9%
2008 -20.9% -12.8% -1.0% -11.2% 3.1%
2007 1.3% 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Apple Inc ORD 5.33
Microsoft Corp ORD 3.48
Johnson & Johnson ORD 3.15
Schlumberger NV ORD 2.69
EOG Resources Inc ORD 2.11
3M Co ORD 2.11
Google Inc ORD 2.03
The Coca-Cola Co ORD 1.98
Verizon Communications Inc ORD 1.97
PepsiCo Inc ORD 1.91
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B24CSR84

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

S&P 500 could see another 30% bounce later in the year

Psigma's American Growth fund manager James Abate says the US could see another 30% bounce later in the year and the S&P 500 could end up 20% higher at the end of 2009.

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