The Boston Company US Opportunities Fund Inc

Buy/Sell Price  (as of 21/02/2018) £2.4053   Day Change :  0.35%     Fund Code:  NWAMR 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

Fidelity Personal Investing's View

Provider Logo


David joined The Boston Company in 1998, is a senior managing director and head of the Opportunistic Value strategies. He is also a member of The Boston Companys board of managers as well as the firm's Investment and Management committees. He joined The Boston Company as an equity analyst on the Opportunistic Value team, was named a portfolio manager in 2003 and became lead portfolio manager in 2005. Before his tenure at The Boston Company, he served as a senior consultant with Deloitte & Touche Consulting Group, and he also worked at The Dannon Co.
Investment HouseBNY Mellon
Fund ProviderBNY Mellon Fund Managers Limited
ManagerDavid A. Daglio   Biography

Fund Objective The objective of the sub-fund is to achieve capital growth from a portfolio of predominantly US securities.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £2.51
12-Month NAV Low £2.12
Fund Comparative Index -
Morningstar CategoryTMUS Flex-Cap Equity
Dividend FrequencyYearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

 as of  31/01/2018
Overall3 star
3 Years3 star
5 Years3 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  21/02/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

Nothing to display.