Fidelity Funds - American Growth Fund W-Acc-GBP

Category US Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.839

arrow-down£-0.034 (-1.18%)

Fund Code

WAGRA

BY2ZF38

LU1235295885

Prices updated as at 23 May 2025

Prices in GBP

Investment objective

The fund aims to achieve capital growth over the long term. The fund invests at least 70% (and normally 75%) of its assets, in equities of companies that are headquartered or do most of their business in the US. The fund may also invest in money market instruments on an ancillary basis. In actively managing the fund, the Investment Manager considers growth and valuation metrics, company financials, return on capital, cash flows and other measures, as well as company management, industry, economic conditions, and other factors. The Investment Manager considers ESG characteristics when assessing investment risks and opportunities. In determining ESG characteristics, the Investment Manager takes into account ESG ratings provided by Fidelity or external agencies.

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.

Annual performance (%)

Year	This fund	US Flex-Cap Equity
31 Mar 14 - 31 Mar 15	-	-
31 Mar 15 - 31 Mar 16	-	-
31 Mar 16 - 31 Mar 17	30.03	32.45
31 Mar 17 - 31 Mar 18	4.54	-0.06
31 Mar 18 - 31 Mar 19	19.37	11.80
31 Mar 19 - 31 Mar 20	-2.41	-7.68
31 Mar 20 - 31 Mar 21	47.47	48.22
31 Mar 21 - 31 Mar 22	13.80	8.19
31 Mar 22 - 31 Mar 23	-3.01	-7.01
31 Mar 23 - 31 Mar 24	13.40	19.71
31 Mar 24 - 31 Mar 25	-0.38	-0.52

Trailing returns (%)

Year	This fund	US Flex-Cap Equity
1 Day	-1.18	-0.98
1 Month	3.46	7.27
3 Months	-9.06	-9.66
6 Months	-13.89	-10.78
1 Year	-2.47	4.30
3 Years annualised	5.12	7.93
5 Years annualised	8.91	8.09

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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