Fidelity Inst America

Ranked 111 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Objective

The Fund’s investment objective is to achieve long term capital appreciation. The Fund will invest primarily in the shares of companies in the United States of America. There is no policy to restrict investment to particular economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -0.1% -6.8% 11.1% 8.0% -10.7%
2017 4.9% 3.1% -2.5% 0.0% 4.4%
2016 31.8% 2.4% 8.0% 8.6% 9.8%
2015 6.2% 6.9% -4.7% -4.9% 9.6%
2014 23.0% 1.3% 2.8% 7.4% 10.0%
2013 31.4% 18.4% 3.3% -0.4% 8.0%
2012 8.2% 9.2% -4.2% 4.7% -1.3%
2011 -1.7% 3.1% -1.5% -13.0% 11.3%
2010 17.5% 12.0% -11.3% 3.2% 14.6%
2009 22.5% -4.5% 1.7% 19.5% 5.5%
2008 -17.5% -12.4% 0.4% -5.1% -1.2%
2007 7.7% 2.1% 2.7% 1.7% 1.1%
2006 -2.5% 4.2% -9.2% 0.6% 2.5%
2005 26.3% 1.8% 8.2% 6.1% 8.1%
2004 3.9% -0.6% 3.2% -0.8% 2.1%
2003 13.6% -0.2% 9.1% 0.6% 3.7%
2002 -32.5% -1.6% -19.5% -17.1% 2.8%
2001 -12.5% -11.6% 8.8% -21.8% 16.4%
2000 -0.7% 3.4% 2.9% 4.8% -10.9%
1999 20.6% 12.1% 3.5% -10.5% 16.2%
1998 30.0% 11.3% 6.2% -8.3% 19.9%
1997 29.6% 8.3% 9.7% 12.1% -2.7%
1996 1.7% 0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
USD Cash 12.99%
Fidelity US Quality Income UCITS ETF USD Acc 7.83%
Oracle Corp ORD 2.30%
Berkshire Hathaway Inc ORD 2.10%
Alphabet Inc ORD 1.94%
Cisco Systems Inc ORD 1.92%
Microsoft Corp ORD 1.74%
T-Mobile US Inc ORD 1.71%
Abbott Laboratories ORD 1.54%
Verizon Communications Inc ORD 1.42%
31/03/2019

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Ireland
  5. Netherlands
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date31/05/1996
  • Share Class size177Mn
  • Base currencyGBP
  • ISIN GB0003367504

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment5.25%

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