Purisima Global Total Return A
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
542.42p
-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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 28 Oct 2024, 08:10
Trailing returns (%) as of 28 Oct 2024, 08:10
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 11.47 | 8.44 |
30 Sep 14 - 30 Sep 15 | 1.19 | 2.45 |
30 Sep 15 - 30 Sep 16 | 29.68 | 27.62 |
30 Sep 16 - 30 Sep 17 | 19.48 | 15.19 |
30 Sep 17 - 30 Sep 18 | 15.12 | 13.79 |
30 Sep 18 - 30 Sep 19 | 4.29 | 6.25 |
30 Sep 19 - 30 Sep 20 | 20.01 | 17.23 |
30 Sep 20 - 30 Sep 21 | 23.05 | 18.39 |
30 Sep 21 - 30 Sep 22 | -12.31 | -14.91 |
30 Sep 22 - 30 Sep 23 | 17.43 | 8.18 |
30 Sep 23 - 30 Sep 24 | 26.21 | 17.63 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | -0.32 | -0.48 |
1 Month | 3.54 | 2.15 |
3 Months | 5.32 | 4.28 |
6 Months | 7.30 | 5.51 |
1 Year | 31.58 | 22.72 |
3 Years annualised | 9.46 | 2.08 |
5 Years annualised | 15.17 | 9.56 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.