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Fidelity Funds - American Growth A-USD

Ranked 98 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Aditya Khowala

Aditya Khowala is a portfolio manager at Fidelity Worldwide Investment in London. Prior to joining Fidelity in 2006 as a research analyst, he worked at i2 Technologies. Aditya manages the FF American Growth and the FAST US strategies dealing in US equities, using long only and long-short strategies. He graduated from the Indian Institute of Technology, Delhi Indian Institute of Management and Ahmedabad IMD, Lausanne.

Objective

The fund aims to achieve long-term capital growth, principally through a focused portfolio invested in companies having their head office or exercising a predominant part of their activity in the US

Showing fund performance in Belgium View performance globally

Performance

US over : 31/10/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.2% 4.1% -2.9% 2.3% 2.6%
2016 8.5% -5.8% 3.5% 3.8% 7.1%
2015 11.3% 18.6% -3.1% -9.9% 7.6%
2014 27.1% 4.0% 4.1% 8.2% 8.5%
2013 33.5% 14.4% 2.4% 5.3% 8.2%
2012 5.6% 7.8% -2.2% 4.8% -4.3%
2011 -1.8% -0.3% -5.3% -10.0% 15.5%
2010 21.9% 9.9% -2.7% -1.4% 15.6%
2009 19.5% -5.5% 7.1% 9.3% 8.0%
2008 -41.6% -22.9% 6.1% -9.0% -21.7%
2007 3.8% -4.9% 1.6%
2006 -7.5% 8.5% -9.0% -6.1% -0.3%
2005 25.2% -1.1% 7.8% 11.6% 5.2%
2004 -2.1% 5.0% -1.7% -6.8% 1.8%
2003 12.4% -7.6% 11.9% 4.6% 3.9%
2002 -33.6% 0.6% -21.6% -16.1% 0.4%
2001 -14.7% -23.9% 24.0% -33.8% 36.6%
2000 3.8% 21.7% -9.3% 16.7% -19.4%
1999 142.9% 36.8% 17.1% -5.0% 59.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/06/1997
  • Share Class size335Mn
  • Base currencyUSD
  • ISIN LU0077335932

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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