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
515.56p
-0.61p (-0.12%)
Fund Code
YYGRB
3142846
GB0031428468
Prices updated as at 26 Sep 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 26 Sep 2024, 23:09
Trailing returns (%) as of 26 Sep 2024, 23:09
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
30 Jun 13 - 30 Jun 14 | 6.05 | 7.79 |
30 Jun 14 - 30 Jun 15 | 10.97 | 11.66 |
30 Jun 15 - 30 Jun 16 | 12.26 | 10.26 |
30 Jun 16 - 30 Jun 17 | 27.56 | 23.26 |
30 Jun 17 - 30 Jun 18 | 8.92 | 11.13 |
30 Jun 18 - 30 Jun 19 | 10.30 | 8.91 |
30 Jun 19 - 30 Jun 20 | 12.94 | 12.78 |
30 Jun 20 - 30 Jun 21 | 27.38 | 23.60 |
30 Jun 21 - 30 Jun 22 | -10.50 | -15.14 |
30 Jun 22 - 30 Jun 23 | 18.67 | 11.73 |
30 Jun 23 - 30 Jun 24 | 28.50 | 17.65 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 0.56 | 0.02 |
1 Month | 0.89 | -0.20 |
3 Months | -1.59 | -1.43 |
6 Months | 1.71 | -0.25 |
1 Year | 25.94 | 17.03 |
3 Years annualised | 8.38 | 1.25 |
5 Years annualised | 13.93 | 8.59 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.