Fidelity American Fund W Acc GBP

Name
Fidelity American Fund W Acc GBP
Manager
Fidelity (FIL Investment SVCS (UK) Ltd)
Type
Open Ended Investment Company
ISIN
GB00B8GPC429
Sector
North America
Launched
15/10/2012
OCF
0.92 %
Risk Rating
3
3 Year Sharpe
1.20
3 Year Alpha
1.92
Yield
0.4 %
Benchmark
S&P 500 TR GBP
Aims to provide long-term capital growth. Invests primarily in the shares of US companies. The portfolio is likely to have a biastowards larger and medium-sized companies. Has the freedom to invest outside the fund's principal geographies, market sectors,industries or asset classes. Can use derivatives with the aim of risk or cost reduction or to generate additionalcapital or income in line with the fund's risk profile. The fund has discretion in its choices of investments within its objectives and policies. Income is accumulated in the share price. Shares can usually be bought and sold each business day of the fund.
Holding %
Fidelity ILF - USD A Acc 8.72 %
Berkshire Hathaway Inc B 5.45 %
S&P 500 Indx_fut 3.24 %
Alphabet Inc A 2.94 %
Oracle Corp 2.52 %
Microsoft Corp 2.51 %
Red Hat Inc 2.49 %
Walmart Inc 2.45 %
Merck & Co Inc 2.40 %
Abbott Laboratories 2.34 %
Region %
United States 93.93 %
Sector %
Technology 22.87 %
Healthcare 19.18 %
Financial Services 18.53 %
Consumer Cyclical 9.77 %
Industrials 8.12 %
Consumer Defensive 7.60 %
Name
Fidelity (FIL Investment SVCS (UK) Ltd)
Address
TN11 9DZ, Hildenborough Kent, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Sujay Kodlikeri
Joined 06/01/2017

Data provided by Morningstar.

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