Past performance is not a guide to future performance. Past performance information of the fund for five years, updated to the most recent quarter end, can be found on the Fund Performance page of this website.
Robert Siddles
F&C US Smaller Companies has proved successful in assisting investors who wish to achieve long-term capital growth by investing in a diversified portfolio of quoted US smaller and medium-sized companies.
It focuses on absolute as well as relative performance with the emphasis being firmly on capital growth.
The Manager takes a conservative approach to stock selection, and targets companies which have a strong franchise, free cash flow and management who hold a stake in the business.
F&C US Smaller Companies PLC is an investment company within the meaning of Section 833 of the Companies Act 2006. Registered in England, Company Registration No. 2781968. Registered Office: Exchange House, Primrose Street, London EC2A 2NY.
Highlights
Strong focus on absolute and relative performance
Targets smaller US companies with market capitalisations of between $100 million and $3 billion
Well-diversified portfolio
Aim
The Trust is managed with the aim of achieving long-term capital growth by investing in a diversified portfolio primarily of quoted US smaller and medium-sized companies.
