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Fidelity American

Ranked 224 out of 282 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Sujay Kodlikeri

Objective

The Funds 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.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1%
2017 7.1% 3.9% -0.4% 0.4% 3.1%
2016 28.0% 1.9% 7.2% 9.1% 7.4%
2015 0.7% 9.3% -7.9% -6.4% 6.9%
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 33.1% 4.8% 11.5% 7.6% 5.8%
1994 -3.6% -1.2% -5.6% 3.2% 0.2%
1993 13.1% 4.7% 1.9% 7.4% -1.2%
1992 23.7% 1.7% -10.1% 8.3% 24.8%
1991 43.2% 30.1% 4.6% -1.0% 6.3%
1990 -18.8% -5.9% 2.8% -20.7% 5.9%
1989 44.9% 14.8% 21.8% 5.4% -1.7%
1988 18.8% 6.0% 13.6% 4.7% -5.8%
1987 -17.2% 13.3% 5.8% 4.0% -33.5%
1986 23.2% 18.3% 5.3% -7.2% 6.5%
1985 2.3% -0.6% 4.0% -13.4% 14.3%
1984 7.2% -11.7% -1.5% 14.6% 7.6%
1983 34.9% 27.5% 7.9% -1.6% -0.3%
1982 48.9% -4.3% 3.7% 15.4% 30.0%
1981 19.6% 13.1% 19.4% -15.0% 4.2%
1980 39.2% -6.3% 7.2% 16.5% 19.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/11/1979
  • Share Class size295Mn
  • Base currencyGBX
  • ISIN GB0003865176

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.5

Related News

Fidelity replaces manager on struggling American fund

Sujay Kodlikeri will replace Aditya Khowala from next month as Fidelity moves the fund away from growth-orientated bias.

Fidelity US equity manager Peter Kaye exits

Kaye's £930 million fund will be managed by Aditya Khowala from 1 September.

2,000 reasons to sell US equities?

WIth the S&P 500 breaking 2,000 for the first time in history, should investors seriously consider cutting their exposure to the world's biggest economy?

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