Purisima Global Total Return B

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

569.16p

arrow-up5.25p (+0.93%)

Fund Code

YYGRB

3142846

GB0031428468

Prices updated as at 27 Dec 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.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Sep 13 - 30 Sep 14	11.20	8.44
30 Sep 14 - 30 Sep 15	0.94	2.45
30 Sep 15 - 30 Sep 16	29.36	27.62
30 Sep 16 - 30 Sep 17	19.19	15.19
30 Sep 17 - 30 Sep 18	14.83	13.79
30 Sep 18 - 30 Sep 19	4.03	6.25
30 Sep 19 - 30 Sep 20	19.71	17.23
30 Sep 20 - 30 Sep 21	22.75	18.39
30 Sep 21 - 30 Sep 22	-12.53	-14.91
30 Sep 22 - 30 Sep 23	17.13	8.18
30 Sep 23 - 30 Sep 24	25.89	17.63

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.93	-0.07
1 Month	1.15	-0.31
3 Months	9.81	5.64
6 Months	7.85	4.61
1 Year	26.78	15.90
3 Years annualised	10.05	2.93
5 Years annualised	14.63	9.04

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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