Fidelity Trade Press

HAVE YOUR CLIENTS’ PORTFOLIOS EARNED THEIR STRIPES?

Not since 1966 has the UK stockmarket beaten the US market over a single year. Yet most UK investors choose to ignore the US, despite it being the globe’s most entrepreneurial economy, accounting for over 50% of the world’s equities by value.

Fidelity American Special Situations Fund and Fidelity American Fund are top performers in this vital market, aiming to pick companies whose share prices could well enjoy superior future growth. Both benefit from Fidelity’s commitment to first-hand research, with a team of 280 managers and analysts in America alone making hundreds of company calls and visits each working day.

American Special Situations searches for growth stocks that may benefit from changes in economic and social trends. It’s been so successful that, over the last five years, £10,000 invested would have grown to £26,790.

Fidelity American Fund invests solely in companies that can offer the potential of long-term share price appreciation. Its manager is not restricted by guidelines on style or company size and his judgment has been rewarded by performance which ranks the fund 1st out of all unit trusts and OEICs in every sector over five years.

Call our BrokerLine or log on now. And find out about funds that are stars.

ARE YOUR CLIENTS’ PORTFOLIOS MISSING A FEW STARS?

With its thriving entrepreneurial culture and world-renowned companies, the United States accounts for over 50% of global equity markets by value. Yet many UK investors miss out on its performance by opting for low portfolio weightings in the US.

Fidelity American Fund and Fidelity American Special Situations Fund can help redress the balance. Both aim for higher returns by identifying companies whose share prices have potential for above average appreciation. And both are well placed to benefit from Fidelity’s outstanding commitment to first-hand investment research. In America we employ over 280 investment analysts giving a level of coverage we believe no rival can match.

Fidelity American Fund invests in companies that meet the long-term strategic criteria of the manager and is not constrained by capitilisation or style guidelines. It’s an approach that has been so successful that our American Fund has beaten every fund in all unit trust and OEIC sectors over five years.

Taking a slightly different approach, the American Special Situations Fund seeks out growth stocks that the manager believes could benefit from changing economic and social trends. Over five years £10,000 invested in this fund could have grown to £25,985. Of course, past performance is no guarantee of future returns. With currently little portfolio overlap and good diversification of investment style, this combination offers excellent exposure to the US market.

Call our BrokerLine now or log on to our adviser website. And find out how these funds could play a starring role in your portfolio.