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Fidelity Funds - American Growth Fund Y-USD

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderFidelity (FIL Inv Mgmt (Lux) S.A.)
Fund Summary'Aims to provide long-term capital growth with the level of income expected to be low. At least 70% invested in a focused portfolio of the shares of companies having their head office or main activities in the US. Has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile.
SEDOL codeBFDV6R3
ISINLU0949332265
Fund codeYAMGU
ManagersAditya Khowala
Manager Tenure8 years
Morningstar CategoryUS Large-Cap Growth Equity
Fund Size£587 million
Fund TypeOffshore
Management StyleActive
Ongoing Charge Figure (OCF)1.05%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£21.9900
Buy Price£21.9900
Price Change-0.1362%
Price Date29th September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleNo
SIPP EligibleNo
Inception Date9th October 2013
Fund StatusOPEN

3-year Mean Monthly Return: 1.056%

Annual ReturnsCurrently Unavailable
Benchmark Performance
(US Large-Cap Growth Equity)
Currently Unavailable
Time PeriodCumulativeBenchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day-0.14%+19.61%-19.75%
1 week1.62%-3.76%+5.38%
1 month-3.47%+13.15%-16.61%
3 months7.69%+42.38%-34.69%
6 months29.20%+30.13%-0.93%
1 year10.17%+17.42%-7.25%
3 years11.51%+16.54%-5.03%
5 years12.60%+14.12%-1.51%
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD2.04%+2.38%-0.34%
Since inception11.98%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
T-Mobile US IncUSA4.20%
Charter Communications Inc AUSA3.28%
Horizon Therapeutics PLCUSA3.17%
Fiserv IncUSA3.01%
Alphabet Inc AUSA3.00%
Alphabet Inc Class CUSA2.85%
Salesforce.com IncUSA2.72%
Micron Technology IncUSA2.68%
AmerisourceBergen CorpUSA2.46%
FMC CorpUSA2.16%

Currently unavailable