Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Fidelity American

Ranked 202 out of 246 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Aditya Khowala

Aditya Khowala is a portfolio manager at Fidelity Worldwide Investment in London. Prior to joining Fidelity in 2006 as a research analyst, he worked at i2 Technologies. Aditya manages the FF American Growth and the FAST US strategies dealing in US equities, using long only and long-short strategies. He graduated from the Indian Institute of Technology, Delhi Indian Institute of Management and Ahmedabad IMD, Lausanne.

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/07/2015 - 31/07/2016
  • Rank 202/246 Total Return
  • Rank 179/246 Standard Deviation
  • Rank 212/246 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.9% 7.2%
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 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
Molson Coors Brewing Co ORD 3.26
Philip Morris International Inc ORD 3.11
Anheuser-Busch InBev NV DR 2.79
Comcast Corp ORD 2.79
General Electric Co ORD 2.77
Charter Communications Inc ORD 2.62
MasterCard Inc ORD 2.58
PepsiCo Inc ORD 2.50
Intercontinental Exchange Inc ORD 2.28
Check Point Software Technologies Ltd ORD 1.97
30/06/2016

Registered For Sale In

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

Fund Info

  • Launch date30/11/1979
  • Share Class size337Mn
  • Base currencyGBP
  • ISIN GB0003865176

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.5

Related News

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 review: why Saunderson House is sceptical on Japan

Japan’s disappointing fourth-quarter GDP growth figures have convinced Saunderson House investment director Christopher Sexton that Japan’s ‘Abenomics’ turnaround plan is not really working.

AA-rated Walker says weaker dollar will spark US turnaround

Leading US equity manager Tom Walker is expecting a weaker dollar to stimulate investment in previously overlooked US companies. And the Martin Currie North America manager is positioning his fund accordingly.

Hold or Fold: Martin Currie North American vs Resolution American Growth

The weak dollar has been a key consideration for trans-Atlantic investors recently.

News review: Mott starts again at Psigma, while Morley makes changes

There was no doubt about it; the biggest news last month was Dr Bill Mott¹s shock return to fund management.

Smith on funds: Fidelity American fund pins hopes on Vatis

A good US fund is hard to find and even Fidelity American, one of the sector’s biggest, has struggled in recent years.

Weiner to stand down from Fidelity American fund

Management of the £1.45 billion Fidelity American fund is to change hands once again after a solid three-year spell under Jason Weiner.

Fidelity WealthBuilder falters over one year as anniversary draws near

The Fidelity WealthBuilder fund is celebrating marked outperformance of its peers and benchmark over the past decade as it nears its 10-year anniversary tomorrow, despite falling on tough times this year.

Fidelity's Weiner gets energised ahead of a cold snap

Fidelity manager Jason Weiner is hoping for a cold winter in the US after increasing the Fidelity American fund's exposure to energy shares.

...more...

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