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North America - Small Company Fund
Keith Elliott
Posted: 11 June 2018 15:19:59(UTC)
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Joined: 04/03/2012(UTC)
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Looking to increase my exposure to North America by buying into smaller companies. Main objective is growth. Any worthwhile funds out there?
Dan L
Posted: 13 June 2018 13:28:28(UTC)
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Joined: 29/04/2018(UTC)
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I have been looking for one for a while too. I haven't invested yet but my current favourite is Artemis. I don't like funds with lots of holdings which rules a few of them out for me. I am still considering if to go for a simple ETF
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Keith Elliott on 13/06/2018(UTC)
Tyrion Lannister
Posted: 13 June 2018 13:35:58(UTC)
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I'd go for JUSC.

It's highly rated by Morning Star, has a good performance history, and has less than 100 holdings.
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Keith Elliott on 13/06/2018(UTC)
Antony A
Posted: 13 June 2018 15:39:30(UTC)
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JUSC had a period of stagnation through late 2016 to May 2018, allowing the highly-rated JPM US Smaller Companies C fund largely to catch up, as measured over the last 3- 5-year period. Over 1 year, the JPM fund is well ahead - 33% to 13%. Compare their charts at Trustnet. You could just buy both!

An alternative is to buy an index, either the Russell 2000 or the S&P SmallCap 600, which tracks the small-cap segment of the US market via a basket of stocks with a median market cap of $1.1 billion. The latter can be accessed using iShares S&P SmallCap 600 ETF, which has beaten the returns of those tracking the Russell 2000 small-cap index over 3 and 5 years, as well as the S&P500.

I would drip-feed though, as US small caps have been on a storming run recently and you might get hit by a correction.
3 users thanked Antony A for this post.
Keith Elliott on 13/06/2018(UTC), Harry Trout on 13/06/2018(UTC), Peter59 on 13/06/2018(UTC)
andy mac
Posted: 13 June 2018 16:03:37(UTC)
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I have made some decent money from this fund in the last 18 months
LEGG MASON IF ROYCE US SMALLER COMPANIES
obviously a fund rather than a trust but may be worth a lokk
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Guest on 13/06/2018(UTC)
kWIKSAVE
Posted: 13 June 2018 16:15:50(UTC)
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You can't go wrong with Jenny Jones at Schroders.
Antony A
Posted: 13 June 2018 21:49:57(UTC)
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kWIKSAVE;63834 wrote:
You can't go wrong with Jenny Jones at Schroders.


Trustnet's profile of Jenny Jones is at https://www2.trustnet.co...a-utoeic/O/00000183PA/. She runs a variety of US small cap and mid-cap funds.
J Thomas
Posted: 13 June 2018 22:46:56(UTC)
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Consider the Baillie Gifford US Growth Trust.

Launched in March 2018, it has now returned 22% in three months. NAV premium is a modest 2.8%.

I am a holder. If you buy now I believe you will be handsomely rewarded over the next few years, although as always DYOR specifically on the Baillie Gifford website regarding holdings, sectors, and geographical spread.
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