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.
5 Star 5 Americas
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.
American Select (Columbia Threadneedle)
The
- Managed by Threadneedle Investments.
- Indicative equity exposure: 100% of the value of the fund.
- Focus is on sector and stock selection skills.
Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.