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Fidelity Funds - Sustainable Us Equity Fund A-usd (0P000010PM)

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40.640 -0.090    -0.22%
17/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 37.07M
Type:  Fund
Market:  Luxembourg
Issuer:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0187121727 
Asset Class:  Equity
Fidelity Funds American Diversified Fund A DIST 40.640 -0.090 -0.22%

0P000010PM Overview

 
On this page you'll find an in-depth profile of Fidelity Funds - Sustainable Us Equity Fund A-usd. Learn about the key management, total assets, investment strategy and contact information of 0P000010PM among other information.
Category

US Large-Cap Blend Equity

Total Assets

37.07M

Expenses

1.91%

Inception Date

Mar 01, 2004

Investment Strategy

The fund aims to provide long-term capital growth, principally through investment in US equity securities. The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Focused strategy under which a minimum of 70% of the fund’s net assets will be invested in securities deemed to maintain sustainable characteristics, as described in the section entitled “1.3.2 (b) Fidelity Sustainable Family of Funds”.

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
Alex Gold Portfolio Manager 2021 Now
Biography Alex joined Fidelity as an analyst in September 2010 after having completed his ACA accountancy qualification at PricewaterhouseCoopers (PwC). He covered a variety of sectors including energy, medical technology and European large cap banks. He was promoted to a portfolio manager in July 2017 and took over management of the Global Healthcare Fund in October 2017, a move which was as a result of his strong performance metrics among the analyst group.
Jonathan Guinness - 2019 2021
Biography Jon joined Fidelity as an analyst, covering a wide range of industries including the largest sectors in the US market - Internet, Media and Consumer Discretionary. He was promoted to a portfolio manager in 2014 after delivering strong investment results. In addition to managing this fund, he co-manages the FF American Diversified Fund with Lucas with a similar investment approach.
Lucas Klein - 2019 2021
Biography Lucas joined Fidelity in April 2018 as Director of Research for the US research team, based in London and Toronto. He took over responsibilities for the US portfolio management team in early 2020. He will continue to oversee the US research and portfolio management team, alongside his portfolio management responsibilities. Prior to joining Fidelity, Lucas managed US portfolios at Putnam delivering both strong absolute and relative returns. From 2013 - 2017, Lucas managed the Putnam Seligo Fund, a US Core 150/50 Best Ideas fund.
Dominic Griffin - 2015 2019
Ayesha Akbar Portfolio Manager 2013 2015
Biography Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics.
Nick James Peters - 2013 2015
Biography Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University.
Rita Grewal Portfolio Manager 2005 2013
Biography Rita Grewal has been a Portfolio Manager for the Investment Solutions Group at Fidelity since 2003. She currently manages a range of both regional,global balanced and multi asset portfolios for retail and institutional clients. Rita focuses on a fettered manager selection approach. Formerly,Rita was an analyst responsible for pharmaceuticals and has also covered food manufacturers and autos. She was also sector leader for the Pan-European healthcare team at Fidelity. Rita joined Fidelity in 1995.
Timothy J. Cohen Vice President, Manager 2004 2005
Biography Cohen is vice president and manager of Growth & Income Portfolio, which he has managed since October 2005. He also manages another Fidelity fund. Since joining Fidelity Investments in 1996, as an equity analyst covering the business and consumer services industries. Previously, he was a senior associate in the business assurance group at Coopers & Lybrand from 1991 to 1994.
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