Glasses on money
Glasses on money

US Dollar Performance - Series B

This fund is closed to new business


Fund objective

The Dollar Performance - Series B fund will normally invest around half of its portfolio into top quality US Blue Chip companies. With a more global flavour than the Dollar Blue Chip fund, the Performance fund typically holds a third of its investments in a spread of global equities and invests in a less significant proportion of fixed interest securities.


For full details of the available range of funds and their charges, please refer to the 'Investments - Your guide' booklet which can be downloaded from the literature section on this site.

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Ref no. Literature item Size
MSP10248 Monthly Investment Bulletin  » 109k