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Fidelity American Inclusive - Class A - Accumulation (GBP)

Sell:5,106.00p Buy:5,106.00p Change: 98.00p (1.88%)
Prices as at 26 February 2021
Sell:5,106.00p
Buy:5,106.00p
Change: 98.00p (1.88%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 26 February 2021
Sell:5,106.00p
Buy:5,106.00p
Change: 98.00p (1.88%)
Prices as at 26 February 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

26/02/16 to 26/02/17 26/02/17 to 26/02/18 26/02/18 to 26/02/19 26/02/19 to 26/02/20 26/02/20 to 26/02/21
Annual return 33.33% 2.18% 9.84% 13.30% 10.57%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Jon Guinness
Manager start date: 1 June 2020
Manager located in: TBC

TBC

Manager Name: Lucas Klein
Manager start date: 1 June 2020
Manager located in: TBC

TBC

manager photo
Manager Name: Nick Peters
Manager start date: 1 May 2013
Manager located in: TBA

Nick Peters is the Portfolio Manager & Team Leader - Equity Research. Nick has 20 years of industry experience been a portfolio manager at Fidelity since 2012, having previously been a portfolio manager at Barclays Wealth, a fund manager of the BAE Systems Pension Fund and a fund manager at Henderson Global Investors. Nick also has BA in Economics and Statistics from Exeter University and is an Associate of the Institute of Chartered Accountants

manager photo
Manager Name: Ayesha Akbar
Manager start date: 1 May 2013
Manager located in: London

Ayesha Akbar joined Fidelity's MultiManager Business in June 2008 as Portfolio Manager covering Asia Pacific ex-Japan and Global Emerging Market equities. She also brings a wealth of experience in other asset classes as a member of a broad asset team with previous employers. Prior to joining Fidelity Ayesha worked at Barclays Wealth for six years. She spent the first five years helping to establish the £10bn+ multi-manager business with the Private Clients division, working on global and regional fixed income and Asia/Emerging equities. For the last 12 months she has been an Associate Director of the newly formed Wealth division, focusing on manager research and portfolio management for Asian and Emerging equities. Before Barclays, Ayesha worked for two years as an investment analyst for Abu Dhabi Investment Authority, researching and managing portfolios of external funds focused on UK and European equities. Ayesha is a CFA Charter-holder. She has a BSc (Hons) Economics degree and an MSc (Accounting and Finance) degree both gained from the London School of Economics and Political Science.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account