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

Fidelity Funds - America A-GBP

Ranked 29 out of 154 in - North America over 12 months
All calculations are in GBP

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.

Performance

North America over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 5.7% -4.6%
2014 24.8% 1.4% 3.1% 7.6% 11.0%
2013 33.1% 20.3% 3.6% 0.0% 6.8%
2012 11.0% 10.8% -3.2% 4.8% -1.1%
2011 -3.4% 2.7% -2.1% -11.9% 9.1%
2010 16.4% 11.6% -11.7% 3.9% 13.7%
2009 26.5% -2.5% 3.0% 20.4% 4.6%
2008 -19.5% -10.7% -2.2% -4.0% -4.0%
2007 5.2% 0.8% 5.0% -1.7% 1.2%
2006 -0.1% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Guernsey
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Luxembourg
  19. Macau
  20. Malta
  21. Netherlands
  22. Norway
  23. Oman
  24. Peru
  25. Portugal
  26. Qatar
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date26/06/2006
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN LU0251120670

Purchase Info

  • Min. initial investment1,500
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

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