Fidelity Sustainable Research Enhanced US Equity UCITS ETF - Acc

Issuer: Fidelity International

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 03 Jun 2020

Ticker: FUSR

ISIN: IE00BKSBGS44

This investment vehicle offers a unique, actively managed approach to the U.S. equity market, designed for investors seeking to outperform traditional market-cap weighted indices. The strategy is centered on leveraging extensive, proprietary fundamental research to construct a portfolio of U.S. companies. The core objective is to achieve long-term capital appreciation by identifying stocks that are believed to be undervalued or possess superior growth prospects compared to the broader market. The fund’s management employs a disciplined and systematic investment process, aiming to build a portfolio that exhibits similar overall risk characteristics to a broad U.S. market benchmark, but with an "enhanced" return profile driven by active stock selection.

This approach combines the benefits of active management with the efficiency and transparency of an ETF structure. It is particularly suitable for those who believe in the potential of in-depth research to uncover investment opportunities that passive strategies might overlook. By focusing on the insights of a global research team, the fund seeks to deliver consistent alpha over its designated benchmark. As an accumulating fund, all income and dividends generated by the underlying holdings are automatically reinvested back into the portfolio, fostering the power of compounding for long-term growth. This makes it an ideal core holding for investors aiming to build wealth over an extended time horizon through exposure to the world's largest equity market.