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Fidelity American Special Situations Y Acc (0P0000WHMQ)

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Fidelity American Special Situations Y Acc historical data, for real-time data please try another search
16.13 +0.12    +0.75%
22/10 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 786.92M
Type:  Fund
Market:  United Kingdom
Issuer:  Fidelity (FIL Investment SVCS (UK) Ltd)
ISIN:  GB00B7ZHKH18 
Asset Class:  Equity
Fidelity American Special Situations Y Acc 16.13 +0.12 +0.75%

0P0000WHMQ Overview

 
On this page you'll find an in-depth profile of Fidelity American Special Situations Y Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000WHMQ among other information.
Category

US Large-Cap Value Equity

Total Assets

786.92M

Expenses

Inception Date

Jul 18, 2012

Investment Strategy

The Fund’s investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of US companies. The portfolio is likely to have a bias towards medium-sized and smaller companies, although the ACD is not restricted in its choice of company by either size or industry.

Contact Information

Address 29, rue de Berri
Paris, 75008
France
Phone +33 (0)1 73 04 30 00

Top Executives

Name Title Since Until
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 - 2012 Now
Adrian Brass portfolio manager 2009 2012
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.
Robert J. Haber CEO 2006 2009
Biography Haber is the CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Haber Trilix Advisors LP, a sub-advisor to Canoe Financial LP. Bob was the CIO of Fidelity Investments Canada for 12 years and Head of Equities for Pyramis Global Advisors, a Fidelity Investments company. Haber was also portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from their inception in Sep 1998 to Mar 2009. These funds each earned the 2009 Canada Lipper Fund Award as the top-performing fund of the decade in each of their respective categories.
Neal P. Miller Senior Vice President, Portfolio Manager 1993 2006
Biography Miller has been senior vice president and portfolio manager with Fidelity Management Trust Company, a subsidiary of Fidelity Investments, since 1990. He joined the company in 1988 as a vice president and portfolio manager. Previously, he spent four years as a managing director with Chase Investors Management. From 1983 to 1984, he was with Axe Houghton Management. He also served as vice president, portfolio manager, and chair with Bankers Trust Company, his employer from 1981 to 1983.
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