Fidelity American Fund W Acc GBP

Fidelity American Fund W Acc GBP
Fidelity (FIL Investment SVCS (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 8.44 %
Berkshire Hathaway Inc B 4.78 %
Zayo Group Holdings Inc 4.05 %
Alphabet Inc A 3.43 %
E-mini S&P 500 Sept19 3.38 %
Microsoft Corp 3.19 %
Bank of America Corporation 3.10 %
Chevron Corp 2.92 %
Mellanox Technologies Ltd 2.69 %
Celgene Corp 2.65 %
Region %
United States 92.32 %
Sector %
Technology 29.92 %
Financial Services 15.90 %
Healthcare 15.58 %
Industrials 10.00 %
Consumer Defensive 7.90 %
Consumer Cyclical 7.25 %
Fidelity (FIL Investment SVCS (UK) Ltd)
TN11 9DZ, Hildenborough, United Kingdom
Legal Structure
Open Ended Investment Company


Sujay Kodlikeri
Joined 06/01/2017

Data provided by Morningstar.

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