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Fidelity launches US small-cap fund
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Portfolio Adviser
Fidelity International has launched a US small-cap fund, aiming to capitalise as investors seek to diversify their US market exposure.
The strategy targets businesses with a local focus which stand to benefit amid increased trade tensions.
The fund will invest at least 70% of its assets in smaller companies that are either listed or do most of their business in the US.
See also: Fidelity partners with ebi for launch of ESG index fundThe fund is sub-managed by portfolio manager Forrest St. Clair from the US-based Fidelity Investments.
Dennis Pellerito, head of wholesale, UK, at Fidelity International, said: “This new fund provides a differentiated avenue to access the US market through a complementary approach to large cap investments, potentially enhancing risk-adjusted returns within client portfolios.”
['smallcap'
'launches'
'trade'
'market'
'international'
'ussee'
'usbased'
'uk'
'wholesale'
'fidelity'
'tensions'
'fund']