CT American Fund Retail Accumulation GBP

Category US Large-Cap Blend Equity
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Last buy/sell price

£6.1305

arrow-down£-0.049 (-0.80%)

Fund Code

0153056

GB0001530566

Prices updated as at 30 May 2025
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Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It also looks to outperform the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of companies domiciled in the United States of America (US), or which have significant US business operations.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Threadneedle Investment Services Ltd
Fund launch date
05 Feb 1968
Domicile
United Kingdom
UCITS
Yes
Lead manager
Benedikt Blomberg
Lead manager start date
01 Feb 2024
Lead fund manager biography
Benedikt Blomberg is a portfolio analyst on the U.S. Equities Team at Columbia Threadneedle Investments. Prior to his current role, Mr. Blomberg was a senior analyst for centralized fundamental research, responsible for analyzing stocks in the defense and auto sectors. Mr. Blomberg joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Mr. Blomberg was a quantitative programmer and trader for Fort Orange Capital Management. Mr. Blomberg began his career as an analyst with Paradigm Capital Management. He has been a member of the investment community since 1996. Mr. Blomberg received a B.S. from the University of Muenster, in Germany, and an M.S. from Union College. He is a member of the Boston Security Analysts Society and the CFA Institute. In addition, he holds the Chartered Financial Analyst® designation.
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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