Private Investors

Fund Manager

Cory Gilchrist Portfolio Manager Cory joined Marsico in 2000 and is a Portfolio Manager and Senior Analyst. He is the portfolio manager for Gartmore US Opportunities fund. Prior to joining Marsico, Cory was a portfolio manager for The Principal Financial Group's division called Invista Capital Management from 1996 to 2000. He earned his M.B.A. in 1996 from the University of Iowa and his B.B.A. from the same university in 1993 and has been a Chartered Financial Analyst since 1998.

Fund Performance

60008709 UK

Fund Objective

The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from U.S. equity markets, primarily by investing in:

companies incorporated in the U.S. or having their registered office in the U.S.,

or companies that are not incorporated in the U.S, or do not have their registered office in the U.S. but either (i) carry out a predominant proportion of their business activity in the U.S., or (ii) are holding companies which predominantly own companies with registered offices in U.S.

The Fund may invest in companies of any market capitalisation. The return is expected to be mainly growth of capital.

The Fund may invest up to 15% in cash or cash-equivalents from time to time. This is unlikely to exceed 15%. In the event that the Manager is anticipating exceptional redemption requests or in exceptional circumstances the level may exceed this amount.

The Fund may also invest at the Manager's discretion in other transferable securities, money market instruments, cash and near cash, derivative instruments and forward transactions, deposits and units in collective investment schemes (use may be made of stocklending, borrowing, cash holdings, hedging and other investment techniques permitted in applicable FSA Rules).

Important information

This Fund invests in shares, which are more volatile than other asset classes such as cash or bonds. The Fund may hold concentrated positions. If one of these concentrated positions declines in value, or is otherwise adversely affected, this can have a greater effect on the Fund's value than if it held less concentrated positions. The Fund may invest in smaller companies, which can be more risky than larger companies due to a lack of liquidity and increased volatility. The shares of smaller companies may be subject to more abrupt price movements than shares of larger companies. As the Fund invests abroad, it is exposed to changes in exchange rates which may cause the value of investments to fall or rise independently of the underlying holdings. This Fund primarily invests in a single market which can be subject to particular political and economic risks. The manager may invest in markets other than the primary market and the Fund may therefore be exposed to risks in these markets.

Please read the Simplified Prospectus before investing. Risk and performance can change over time. Gartmore is unable to offer personal financial advice. Please note that nothing on these web pages should be interpreted as financial advice. If you have any doubt whether this product is suitable for you or questions about your tax position, and you wish to obtain personal advice, please contact a financial adviser or where applicable a tax specialist. Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment.

Ratings are provided by independent rating agencies based on a number of investment criteria. For example, where applicable, a 'AAA' rating is the highest possible for Standard & Poor's, OBSR and Citywire. A 5 star rating is the highest possible for fund star ratings. For a full description of the ratings please click here.