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.)
Details
- The fund aims to achieve capital growth over the long term by investing in sustainable investments. The fund aims to invest in sustainable investments that contribute to environmental or social objectives which are aligned with one or more United Nations Sustainable Development Goals (“SDGs”). The fund may (on an ancillary basis and up to 20% of its assets) hold cash, money market instruments, or other investments used for hedging and efficient portfolio management purposes.
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
- NAV/Price
11 Dec 2025
- Margin rate
- 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 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp8.2%
- Microsoft Corp7.3%
- NextEra Energy Inc5.1%
- RenaissanceRe Holdings Ltd4.0%
- Lam Research Corp3.8%
- Boston Scientific Corp3.6%
- Danaher Corp3.2%
- Salesforce Inc3.1%
- AECOM2.8%
- KLA Corp2.8%