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
1
3 Year Sharpe
1.47
3 Year Alpha
2.20
Yield
0.4 %
Benchmark
S&P 500 TR GBP
The Fund’s investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of US companies. The portfolio is likely to have a bias towards larger and medium-sized companies, although it's not restricted in its choice of company by either size or industry.
Holding %
Fidelity ILF - USD A Acc 8.83 %
Berkshire Hathaway Inc B 4.84 %
Red Hat Inc 4.34 %
Alphabet Inc A 3.79 %
S&P 500 Indx_fut 3.17 %
Oracle Corp 3.11 %
Walmart Inc 2.65 %
Celgene Corp 2.40 %
Bank of America Corporation 2.37 %
Chevron Corp 2.32 %
Region %
United States 90.67 %
Sector %
Technology 28.52 %
Healthcare 19.03 %
Financial Services 17.19 %
Consumer Defensive 7.73 %
Consumer Cyclical 6.70 %
Industrials 6.53 %
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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