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Fidelity Funds - America E-ACC-EUR

Ranked 121 out of 255 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Angel Agudo

Angel Agudo is a portfolio manager at Fidelity Worldwide Investment based in London. He joined the firm in 2005 as a research analyst and previously worked for LVMH. Angel is responsible for managing a couple of strategies dealing in US equity, using a long-only investment style. Angel gained an MBA from IMD, Lausanne.

Objective

The fund aims to achieve long-term capital growth principally through investing in US equity securities which should be at least 70% of the investment total.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.5% 9.8% 6.5%
2015 5.8% 5.7% -4.9% -4.9% 10.6%
2014 23.7% 1.1% 2.9% 7.4% 10.6%
2013 32.1% 20.4% 3.3% -0.5% 6.7%
2012 10.2% 10.4% -3.2% 4.4% -1.2%
2011 -3.9% 2.9% -2.5% -12.0% 9.0%
2010 15.1% 11.4% -12.4% 4.4% 13.1%
2009 24.1% -4.2% 2.9% 20.2% 4.7%
2008 -18.8% -10.5% -2.5% -4.7% -2.3%
2007 4.2% 0.5% 4.8% -1.8% 0.7%
2006 -6.1% 2.7% -11.7% 1.5% 2.0%
2005 22.3% -0.4% 11.7% 5.4% 4.3%
2004 6.8% -1.9% 0.3% 0.3% 8.2%
2003 15.8% -2.2% 10.6% 1.1% 5.8%
2002 -29.9% -0.3% -18.7% -16.9% 4.1%
2001 -12.4% -11.0% 10.1% -22.8% 15.7%
2000 -9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Czech Republic
  4. Denmark
  5. France
  6. Germany
  7. Hungary
  8. Italy
  9. Luxembourg
  10. Poland
  11. Portugal
  12. Slovakia
  13. Spain
  14. Sweden
  15. United Kingdom

Fund Info

  • Launch date01/09/2000
  • Share Class size187Mn
  • Base currencyEUR
  • ISIN LU0115759606

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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