Purisima Global Total Return A

Category Global Large-Cap Growth Equity


star-filledstar-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

542.42p

arrow-down-1.74p (-0.32%)

Fund Code

YYGRA

3142835

GB0031428351

Prices updated as at 25 Oct 2024
|
Prices in GBX

Investment objective
To achieve a total return ( the combination of capital growth and income) over a typical market cycle (which the investment manager defines to be seven years), after all costs and charges have been taken.

Growth of 1,000 as of 28 Oct 2024, 08:10

Trailing returns (%) as of 28 Oct 2024, 08:10

Annual performance (%)

YearThis fundGlobal Large-Cap Growth Equity
30 Sep 13 - 30 Sep 1411.478.44
30 Sep 14 - 30 Sep 151.192.45
30 Sep 15 - 30 Sep 1629.6827.62
30 Sep 16 - 30 Sep 1719.4815.19
30 Sep 17 - 30 Sep 1815.1213.79
30 Sep 18 - 30 Sep 194.296.25
30 Sep 19 - 30 Sep 2020.0117.23
30 Sep 20 - 30 Sep 2123.0518.39
30 Sep 21 - 30 Sep 22-12.31-14.91
30 Sep 22 - 30 Sep 2317.438.18
30 Sep 23 - 30 Sep 2426.2117.63

Trailing returns (%)

YearThis fundGlobal Large-Cap Growth Equity
1 Day-0.32-0.48
1 Month3.542.15
3 Months5.324.28
6 Months7.305.51
1 Year31.5822.72
3 Years annualised9.462.08
5 Years annualised15.179.56
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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.