Glasses on money
Glasses on money

US Dollar Performance

Fund objective

The Dollar Performance fund will normally invest around half of its portfolio into US Blue Chip companies.

With a more global flavour than the Dollar Blue Chip, 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 of this site.

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MSP10247 Monthly Investment Bulletin » 104k

Past performance is not a guide to future performance. The value of any investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

For full details of the available range of funds and their charges, please refer to the "Investments - Your guide" booklet, copies of which are available on request.