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Fidelity Funds - America A-EUR-DIS

Ranked 31 out of 37 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Angel Agudo

Angel Agudo is a portfolio manager at Fidelity Worldwide Investment based in London. He joined the firm in 2005 as a research analyst and previously worked for LVMH. Angel is responsible for managing a couple of strategies dealing in US equity, using a long-only investment style. Angel gained an MBA from IMD, Lausanne.

Objective

The fund aims to achieve long-term capital growth principally through investing in US equity securities which should be at least 70% of the investment total.Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile

Showing fund performance in Jersey View performance globally

Performance

US over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6% 9.2% 7.7%
2017 -0.1% 1.3% -3.2% -1.7% 3.6%
2016 30.2% 1.7% 10.0% 6.7% 9.1%
2015 6.6% 5.9% -4.7% -4.7% 10.8%
2014 24.6% 1.4% 3.1% 7.6% 10.8%
2013 33.2% 20.6% 3.5% -0.2% 6.9%
2012 11.0% 10.6% -3.0% 4.6% -1.1%
2011 -3.1% 3.0% -2.3% -11.8% 9.2%
2010 16.0% 11.5% -12.3% 4.6% 13.3%
2009 25.1% -4.0% 3.0% 20.5% 5.0%
2008 -18.1% -10.3% -2.3% -4.5% -2.2%
2007 5.0% 0.7% 5.0% -1.6% 0.9%
2006 -5.4% 2.9% -11.5% 1.8% 2.2%
2005 23.3% -0.1% 11.9% 5.6% 4.5%
2004 0.5% 0.5% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Guernsey
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Luxembourg
  18. Macau
  19. Malta
  20. Netherlands
  21. Norway
  22. Oman
  23. Portugal
  24. Qatar
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. Taiwan
  30. United Kingdom

Fund Info

  • Launch date16/02/2004
  • Share Class size248Mn
  • Base currencyUSD
  • ISIN LU0069450822

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).