MGTS AFH DA North American Equity Fund

Select share classes
There is only one type of share class for this fund.

MGTS AFH DA Fund - MGTS AFH DA North American Equity Fund R GBP Accumulation

Category US Large-Cap Blend Equity
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

200.37p

arrow-up1.64p (+0.83%)

Fund Code

MRAEA

BYXG9T4

GB00BYXG9T46

Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
To provide capital growth over any 7 year period. The Sub-fund will invest at least 70% of the portfolio in shares of North American companies (being companies which are incorporated, domiciled or have the predominant part of their business in North America) by delegating authority for all or part of the portfolio to sub-delegated managers. The Sub-fund may also invest in collective investment schemes (restricted to 10%) (which may include schemes operated by the manager, associates or controllers of the manager) and other transferable securities (such as UK, non-EEA securities, bonds, money market instruments and derivatives).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearBelow AverageBelow Average
star-filledstar-filledstar-filled
5 - yearAverageBelow Average
star-filledstar-filledstar-filled
OverallAverageBelow Average
star-filledstar-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.