Fidelity Funds - Sustainable US Equity Fund A-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Yes
Sustainability
Development
Last 5 years
( ann.)
Description
- The fund aims to achieve capital growth over the long term by investing in sustainable investments.
Investment horizon
- Fidelity Funds - Sustainable US Equity Fund A-USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
09 Sept 2025
- Start date29 Feb 2004
- ISINLU0187121727
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityYes
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp7.7%
- NVIDIA Corp7.2%
- NextEra Energy Inc4.9%
- RenaissanceRe Holdings Ltd3.9%
- Boston Scientific Corp3.8%
- Salesforce Inc3.2%
- Danaher Corp3.0%
- Visa Inc Class A2.7%
- Norfolk Southern Corp2.6%
- Marvell Technology Inc2.5%