Fidelity Investment Funds IX America (0P00000GAQ.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Fidelity Investment Funds IX America
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
(+44) 08003686868
Management information
,Lead manager since 1 February 2021
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyFIL Investment Services (UK) Ltd
Net assets182.98M
YTD return9.39%
Yield0.22%
Morningstar rating★★★
Inception date31 May 1996
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover63.42%
Average for categoryN/A
Fees and expenses
Expense0P00000GAQ.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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