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Aberdeen American Growth
Fidelity American
Schroder UK Mid 250
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FE Trustnet Life insurance

Factsheet

SWIS US Strategic

FE Crown Rating

Fund Objective

The Fund aims to achieve long-term capital growth by investing mainly in North American companies. The Fund can use derivatives to create a long or short exposure to such companies in order to further enhance returns.

Fund Manager

Thomas Digenan

Fund Manager

Domicile

United Kingdom

Sector

North America

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 8.65m as at 31-Oct-2012

Unit Name SWIS US Strategic Add this unit to Basket
Inc/Acc Accumulating Citicode DNL5 Initial Charge n/a	Unit Currency GBX ISIN GB00B29VBW62 Annual Charge 1.75%
Bid GBX 171.20 Offer GBX 180.10	Change (Offer) -1.00 (-0.55%) 17-May-2013
Unit LaunchDate 24-Nov-2008

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	22.64	9.18	25.79	27.29	25.70	-
Sector	20.11	8.00	23.05	24.61	28.78	41.91
Benchmark	20.11	8.00	23.05	24.61	28.78	41.91

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	3.87	-2.25	9.91	20.52	-
Sector	6.17	-2.58	15.56	18.69	-18.13
Benchmark	6.17	-2.58	15.56	18.69	-18.13

Asset Allocation

Asset Class

% of Fund

US Equities

100.00

Regional Breakdown

Region

% of Fund

USA

100.00

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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