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Fidelity American

Ranked 105 out of 153 in - North America over 12 months
All calculations are in GBP

Managed by

Peter Kaye

Peter Kaye is a US Equity portfolio manager at Fidelity Worldwide Investment, where he has worked since 2013. Starting his career with 7 years at Merrill Lynch, Kaye reached the level of Director where he was responsible for the US Equity Team’s $4bn portfolio of investments. Following a year spent at FIS, where his time with the firm ended as a result of the merger with Royal & Sun Alliance, Kaye moved to Henderson where he spent 2 years and again focused on US Equity investment. Kaye joined Dalton Strategic Partnership to take on management of the Melchior North American Opportunities Fund in November 2004. Kaye holds a number of academic qualifications including a Doctorate in Physics gained at Cambridge, in addition to being a Chartered Financial Analyst. When not working, he highlights his primary interest as being his family.


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 the ACD is not restricted in its choice of company by either size or industry.


North America over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 9.3% -7.9%
2014 15.9% 1.9% 1.6% 4.0% 7.5%
2013 28.7% 17.7% 2.3% 0.6% 6.3%
2012 3.3% 6.9% -4.8% 3.4% -1.7%
2011 -4.5% 2.1% -3.9% -13.9% 13.0%
2010 19.3% 10.3% -10.9% 4.4% 16.3%
2009 18.0% -5.0% 1.5% 16.0% 5.4%
2008 -15.6% -11.6% -2.9% -0.1% -1.7%
2007 5.1% 0.2% 4.8% 0.8% -0.6%
2006 -2.8% 6.2% -8.9% -1.2% 1.7%
2005 22.5% -1.5% 7.4% 8.1% 7.1%
2004 2.4% -1.4% 2.3% -2.4% 3.9%
2003 10.3% -2.6% 10.7% -0.3% 2.6%
2002 -15.1% 10.5% -11.9% -16.2% 4.0%
2001 2.5% -0.6% 5.4% -15.7% 16.0%
2000 7.7% 5.5% -9.0% 5.2% 6.6%
1999 49.7% 32.8% 0.5% -9.2% 23.6%
1998 84.2% 13.0% 13.4% -6.3% 53.5%
1997 31.7% 9.1% 5.0% 17.9% -2.5%
1996 6.5% 8.4% -4.1% 4.5% -2.0%
1995 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Apple Inc ORD 6.31
Facebook Inc ORD 2.53
Cisco Systems Inc ORD 2.49
Biogen Inc ORD 2.24
Brown-Forman Corp ORD 2.16
Home Depot Inc ORD 2.15
UnitedHealth Group Inc ORD 2.05
Red Hat Inc ORD 2.04
Whole Foods Mrkt ORD 1.97
Ciena Corp ORD 1.97

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date30/11/1979
  • Share Class size694Mn
  • Base currencyGBP
  • ISIN GB0003865176

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000


  • Annual management1.5%
  • Initial investment3.5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).