Fidelity American W Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.97
  • 3 Year alpha1.44
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • IA SectorNorth America
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B8GPC429

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) and aims to hold a concentrated portfolio of 30-40 securities. The Fund is actively managed and will invest in a concentrated portfolio of companies the Investment Manager considers will outperform over the period. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.

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