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Fidelity Inst America

Ranked 87 out of 120 in - US over 12 months
All calculations are in EUR 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 Norway View performance globally

Performance

US over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 0.9% 2.8% -5.0% -0.4% 3.6%
2016 13.8% -4.8% 3.0% 4.3% 11.3%
2015 11.8% 14.7% -2.7% -8.6% 9.6%
2014 31.8% 1.9% 6.1% 10.3% 10.5%
2013 28.1% 13.5% 1.9% 2.1% 8.5%
2012 11.4% 9.5% -1.3% 6.3% -3.0%
2011 0.8% -0.3% -3.4% -8.8% 14.8%
2010 21.8% 11.5% -3.4% -2.5% 15.9%
2009 33.3% -0.3% 10.6% 11.4% 8.5%
2008 -37.3% -19.3% 1.1% -4.7% -19.4%
2007 -1.2% 1.3% 3.5% -2.0% -3.9%
2006 -0.6% 2.7% -8.4% 2.5% 3.1%
2005 30.1% 4.8% 10.2% 5.1% 7.2%
2004 3.4% 4.8% 2.8% -3.0% -1.0%
2003 5.1% -5.7% 8.2% -0.1% 3.2%
2002 -36.7% -1.8% -23.9% -14.5% -0.9%
2001 -10.1% -10.6% 12.4% -24.1% 17.9%
2000 -1.7% 7.2% -2.6% 11.1% -15.4%
1999 36.8% 18.3% 5.8% -9.5% 20.8%

Month by Month Performance

Returns Vs Risk

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 size211Mn
  • Base currencyGBP
  • ISIN GB0003367504

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment0.8

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