Fidelity American Fund W Acc GBP

Fidelity American Fund W Acc GBP
FIL Investment Services (UK) Ltd
Open Ended Investment Company
North America
0.92 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.6 %
S&P 500 TR GBP
The fund aims to increase the value of your investment over a period of 5 years or more by investing 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 manager will, when selecting investments for the Fund and for the purposes of monitoring risk, consider the S&P 500 Index. However, the manager has a wide degree of freedom relative to the index and may take larger, or smaller, positions in companies, and/or may invest outside the index, to take advantage of investment opportunities. This means the fund’s investments and therefore performance may vary significantly from the index.
Holding %
Fidelity ILF - USD A Acc 7.77 %
Allergan PLC 5.79 %
Berkshire Hathaway Inc B 4.91 %
Alphabet Inc A 4.02 %
Zayo Group Holdings Inc 3.95 %
E-mini S&P 500 Dec19 3.79 %
Microsoft Corp 3.42 %
Bank of America Corp 3.26 %
Chevron Corp 2.62 %
Walmart Inc 2.35 %
Region %
United States 94.89 %
Sector %
Technology 24.13 %
Healthcare 16.71 %
Financial Services 16.04 %
Communication Services 11.32 %
Industrials 8.78 %
Consumer Defensive 7.91 %
Consumer Cyclical 5.04 %
FIL Investment Services (UK) Ltd
TN11 9DZ, Hildenborough, United Kingdom
Legal Structure
Open Ended Investment Company


Sujay Kodlikeri
Joined 06/01/2017

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.