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

498.23p

arrow-up8.60p (+1.76%)

Fund Code

YYGRB

3142846

GB0031428468

Prices updated as at 25 Apr 2025

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
31 Mar 14 - 31 Mar 15	18.96	18.35
31 Mar 15 - 31 Mar 16	-0.10	-1.40
31 Mar 16 - 31 Mar 17	34.29	28.07
31 Mar 17 - 31 Mar 18	0.80	5.73
31 Mar 18 - 31 Mar 19	11.61	9.79
31 Mar 19 - 31 Mar 20	-0.75	-0.88
31 Mar 20 - 31 Mar 21	41.57	39.08
31 Mar 21 - 31 Mar 22	15.67	4.02
31 Mar 22 - 31 Mar 23	-5.64	-4.13
31 Mar 23 - 31 Mar 24	32.76	19.19
31 Mar 24 - 31 Mar 25	1.93	-1.74

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	1.76	1.35
1 Month	-7.84	-5.78
3 Months	-15.87	-13.27
6 Months	-6.76	-5.86
1 Year	-0.07	-0.48
3 Years annualised	10.45	4.95
5 Years annualised	13.42	8.16

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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