Dodge & Cox Worldwide US Stock Fund GBP Inc
A Select 50 Fund - Fidelity insight
Category US Large-Cap Value Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£36.46
£0.25 (+0.69%)
Fund Code
DCWUI
B51BJD2
IE00B51BJD26
Prices updated as at 23 Dec 2024
Prices in GBP
Investment objective
The Fund’s primary objective is to provide shareholders with an opportunity for long-term growth of principal and income. A secondary objective is to seek to achieve a reasonable current income. The Fund seeks to achieve its objective by investing primarily in a diversified portfolio of U.S. equity securities. Under normal circumstances, the Fund will invest at least 80% of its Net Asset Value in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks and securities that carry the right to buy common stocks. The Fund may invest up to 10% of its Net Asset Value in U.S. Dollar-denominated securities of non U.S. companies traded in the U.S. (such as ADRs) that are not included in the S&P 500 Index.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
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- Risk & rating
- Management
Growth chart of 1,000
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.
