Fidelity Funds - Sustainable US Equity Fund A-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
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
05 Jun 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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp6.5%
- Alphabet Inc Class A4.8%
- NextEra Energy Inc4.4%
- Boston Scientific Corp4.3%
- NVIDIA Corp4.0%
- Salesforce Inc3.8%
- RenaissanceRe Holdings Ltd3.7%
- Elevance Health Inc3.3%
- Visa Inc Class A3.2%
- UnitedHealth Group Inc2.9%