Pacific Horizon Investment Trust (PHI)

Category Asia ex-Japan Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

576.00p

Buy

580.00p

arrow-down-1.28p (-0.22%)

Discount/Premium

-14.17%

Estimated NAV

673.393p

Prices updated at 08 Nov 2024, 11:03 GMT
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
Pacific Horizon aims to achieve capital growth principally through investment in companies listed on the stock markets of the Asia-Pacific region (excluding Japan) and the Indian Sub-continent. The Company may also invest in companies based in the region and in investment funds specialising in the region or particular countries or sectors within it even if they are listed elsewhere.
FTSE All-Share
arrow-down-0.86%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 08 Nov 2024, 11:11

Trailing returns (%) as of 08 Nov 2024, 11:11

Annual performance (%)

Year
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This fundPeer group index
30 Sep 13 - 30 Sep 1417.8428.80
30 Sep 14 - 30 Sep 15-10.02-6.76
30 Sep 15 - 30 Sep 1633.7630.55
30 Sep 16 - 30 Sep 1734.857.14
30 Sep 17 - 30 Sep 1812.22-1.12
30 Sep 18 - 30 Sep 19-4.14-6.39
30 Sep 19 - 30 Sep 2084.9618.15
30 Sep 20 - 30 Sep 2151.2729.73
30 Sep 21 - 30 Sep 22-32.84-16.54
30 Sep 22 - 30 Sep 23-6.80-1.77
30 Sep 23 - 30 Sep 2410.0713.14

Primary benchmark: MSCI All Country Asia ex-Japan

Peer group index: Morningstar IT Asia Pacific

Trailing returns (%)

Year
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This fundPeer group index
1 Day1.401.39
1 Month-5.74-2.57
3 Months-0.065.07
6 Months-11.212.05
1 Year9.9717.63
3 Years annualised-13.72-3.08
5 Years annualised12.836.87

Primary benchmark: MSCI All Country Asia ex-Japan

Peer group index: Morningstar IT Asia Pacific

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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