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Fidelity Funds - America Fund Sr-acc-sgd (0P000161J2)

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2.919 +0.004    +0.14%
01/11 - Closed. Currency in SGD
Type:  Fund
Market:  Singapore
Issuer:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU1235257950 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 158.57M
Fidelity Funds America Fund SR Acc SGD 2.919 +0.004 +0.14%

Fidelity Funds - America Fund Sr-acc-sgd Overview

 
On this page you'll find an in-depth profile of Fidelity Funds - America Fund Sr-acc-sgd. Learn about the key management, total assets, investment strategy and contact information of 0P000161J2 among other information.
Category

US Large-Cap Value Equity

Total Assets

158.57M

Expenses

1.68%

Inception Date

Jun 12, 2015

Investment Strategy

The fund invests principally in US equity securities. The fund is actively managed and references the S&P500 Index (the “Index”) for performance comparison only.

Contact Information

Address Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Phone + 49 (0) 800 000 65 66
Fax + 352 26 38 39 38

Top Executives

Name Title Since Until
Rosanna Burcheri Senior Portfolio Manager 2021 Now
Biography Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth. After graduating in economics from Bocconi University in 1996, she joined Paribas Asset Management as a junior fund manager. In 2000, she moved to M&G as a fund manager and director responsible for pan-European equity portfolios. As a senior European portfolio manager at Shell Pension Management Service from 2004, she controlled 710m of assets. Then, in 2006, Rosanna became a partner and pan-European fund manager for FrontPoint Management (UK). She came to Artemis in 2011.
Ashish Bhardwaj - 2019 Now
Biography Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.
Angel Agudo - 2019 2021
Angel Agudo - 2014 2019
Adrian Brass portfolio manager 2008 2014
Biography Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.
Katherine Collins Portfolio Manager 2005 2007
Biography Ms. Collins is Head of Sustainable Investing. She is responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental, social, and governance (ESG) principles. Ms. Collins collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level, and the potential for alpha generation and risk mitigation at a portfolio level. In addition, she is a portfolio manager of Putnam Sustainable Future Fund and Putnam Sustainable Leaders Fund. A recognized thought leader, Ms. Collins provides analysis on current and emerging trends in sustainable investing. She is the author of The Nature of Investing: Resilient Investment Strategies through Biomimicry. In 2009, Ms. Collins founded Honeybee Capital, an independent investment research firm focused on ESG principles. She joined Putnam in 2017 and has been in the investment industry since 1990. Ms. Collins serves on numerous boards, including Last Mile Health, Santa Fe Institute, Omega Institute, and Harvard Divinity School Dean's Council.
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