Have we fallen out of love with North America?

SECTOR REPORT

clock • 5 min read

British investors are steering clear of pure-play North America funds despite the market's many attractions, writes Paul Burgin.

The United States and Canada make up nearly 60% of the MSCI World index. Even though eight US companies take top ten slots in the global ranking, it appears British investors are not big fans of direct exposure to the market via North America funds. The North America sector accounts for just 3.1% of all IMA sector assets - or just under 6% of all pure equity assets under management. The lack of enthusiasm among British investors for pure North American exposure may be down to consistency of returns. The sector is beating UK All Companies, Global Emerging Markets and Global sector aver...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Equities

Alexandra Jackson: UK equities - going beyond the narrative

Alexandra Jackson: UK equities - going beyond the narrative

Economic recovery takes hold

Alexandra Jackson
clock 04 March 2026 • 3 min read
Love is… picking the right stock

Love is… picking the right stock

'We genuinely love each and every one of these companies when we take an initial position'

Gabriel Sacks
clock 13 February 2026 • 4 min read
Partner Insight: Can hedged equities turn volatility into opportunity?

Partner Insight: Can hedged equities turn volatility into opportunity?

You can't apply a static solution to a dynamic problem. Markets are constantly changing, and the way a portfolio is constructed needs to reflect that. Learn more about the role that hedged equities play in our multi-asset funds, helping to balance risk and return more effectively.

Orbis Investments
clock 28 October 2025 • 5 min read