The fund has two aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the S&P 500 Index over any five-year period and to provide an income stream that increases every year in USD terms. At least 80% of the fund is invested directly in equity securities and equity-related securities of companies across any sector and market capitalisation that are incorporated, domiciled or do most of their business in the US and Canada. The fund usually holds a concentrated portfolio of fewer than 50 companies.
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