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

534.91p

arrow-down-6.24p (-1.15%)

Fund Code

YYGRB

3142846

GB0031428468

Prices updated as at 10 Mar 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 Dec 14 - 31 Dec 15	7.47	6.12
31 Dec 15 - 31 Dec 16	26.01	20.36
31 Dec 16 - 31 Dec 17	14.21	17.02
31 Dec 17 - 31 Dec 18	-6.84	-4.74
31 Dec 18 - 31 Dec 19	26.76	24.23
31 Dec 19 - 31 Dec 20	21.50	23.70
31 Dec 20 - 31 Dec 21	24.42	14.57
31 Dec 21 - 31 Dec 22	-17.28	-18.08
31 Dec 22 - 31 Dec 23	27.27	16.02
31 Dec 23 - 31 Dec 24	24.38	15.19

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	-1.47	-1.30
1 Month	-7.33	-7.59
3 Months	-4.67	-5.02
6 Months	8.80	5.57
1 Year	10.23	4.51
3 Years annualised	13.36	7.77
5 Years annualised	15.40	9.50

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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