Fidelity Sustainable Research Enhanced US Equity UCITS ETF USD Acc | FUSRRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 28.0 | -11.4 | 22.1 | 8.7 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | 0.9 | -1.6 | 3.0 | 1.0 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
Closing Price 24/05/2024 | USD 9.36 | |
Day Change | -0.24% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
Volume | 0 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00BKSBGS44 | |
Fund Size (Mil) 24/05/2024 | USD 305.76 | |
Share Class Size (Mil) 24/05/2024 | USD 305.76 | |
Ongoing Charge 03/04/2024 | 0.20% |
Investment Objective: Fidelity Sustainable Research Enhanced US Equity UCITS ETF USD Acc | FUSR |
The Sub-Fund aims to achieve long-term capital growth from a portfolio primarily made up of equity securities of companies in the United States. The Sub-Fund aims to achieve its investment objective by actively investing in a portfolio primarily made up of equity securities of companies domiciled, or exercising the predominant part of their economic activity, in the United States. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Hiten Savani 21/05/2020 | ||
Daniel Swift 21/05/2020 | ||
Inception Date 21/05/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI USA NR USD | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Sustainable Research Enhanced US Equity UCITS ETF USD Acc | FUSR | 24/05/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.81 |
Apple Inc | Technology | 6.46 |
NVIDIA Corp | Technology | 5.74 |
Amazon.com Inc | Consumer Cyclical | 3.26 |
Alphabet Inc Class A | Communication Services | 2.45 |
Increase Decrease New since last portfolio | ||
Fidelity Sustainable Research Enhanced US Equity UCITS ETF USD Acc | FUSR |