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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in North American equities.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Larger-Cap, Growth | ||||
| AXA Framlington American Growth | 6 | A North American equity fund that has an overt growth style. The focus is on companies that have the ability to grow their top-line regardless of economic conditions. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
| Larger-Cap, Value - Dividend Strategy | ||||
| BNY Mellon US Equity Income | 6 | A US equity income strategy with a strong heritage, managed by experienced practitioners. Alongside the search for companies with high current incomes and solid dividend growth is an unwavering focus upon valuation. The fund features in our ‘Larger-Cap, Value - Dividend Strategy’ category. | ||
| JPM US Equity Income | 5 | A North American equity fund that seeks to generate a yield of 1% above that of the index. The portfolio is managed according to a well-established value approach, married with a yield discipline. Within its sector, the fund features in our 'Larger-Cap, Value - Dividend Strategy' category. | ||
| Larger-Cap, Income and Growth | ||||
| M&G North American Dividend | 6 | A high conviction North American equity fund that is underpinned by the search for dividend growth. The approach is based upon identifying stocks with dividend growth prospects, rather than prioritising a high initial yield. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | ||
| Smaller to Mid-Cap, Blend | ||||
| Schroder US Mid Cap | 6 | A North American equity fund that invests in both mid and small-cap stocks. The approach is diversified across higher growth, stable growth and turnaround companies. Within its sector, the fund features in our 'Smaller to Mid-Cap, Blend' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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