Fidelity American Special Sits W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.88%
  • 3 Year sharpe-0.01
  • 3 Year alpha-3.41
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorNorth America
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B89ST706

Investment Strategy

The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of US companies (those domiciled, incorporated or having significant business in the US and those which are listed in the US). The Investment Manager will choose companies it believes are undervalued and whose growth potential is not fully recognised by the market. It is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.

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