Fidelity Funds - America Fund SR-Acc-SGD (hedged)Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.0 | 23.4 | 6.7 | 5.6 | 6.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/09/2024 | SGD 2.92 | |
Day Change | 0.28% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1235260079 | |
Fund Size (Mil) 31/08/2024 | USD 3221.81 | |
Share Class Size (Mil) 31/08/2024 | SGD 10.52 | |
Max Initial Charge | - | |
Ongoing Charge 16/01/2018 | 1.71% |
Morningstar Research |
Analyst Report | 26/06/2024 Michael Born, Analyst Morningstar, Inc |
While Fidelity America's new management team has relevant experience, and its approach is promising, it is as yet unproven on this mandate. The clean W share class continues to earn a Morningstar Analyst Rating of Neutral. The other share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Fidelity Funds - America Fund SR-Acc-SGD (hedged) |
The fund aims to achieve capital growth over time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rosanna Burcheri 01/09/2021 | ||
Ashish Bhardwaj 01/09/2021 | ||
Inception Date 12/06/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - America Fund SR-Acc-SGD (hedged) | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Wells Fargo & Co | Financial Services | 4.41 |
Alphabet Inc Class A | Communication Services | 4.36 |
FedEx Corp | Industrials | 4.17 |
Berkshire Hathaway Inc Class B | Financial Services | 3.96 |
McKesson Corp | Healthcare | 3.92 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - America Fund SR-Acc-SGD (hedged) |