LF Purisima UK Total Return A PCG

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

203.29p

arrow-down-0.60p (-0.29%)

Fund Code

YYURA

B1PF4T3

GB00B1PF4T36

Prices updated as at 09 May 2025
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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. To invest in the shares of UK companies (equities), UK bonds (corporate bonds, government and public securities), money market instruments, deposits and cash. UK Companies are those companies that are domiciled or incorporated in the UK, or who receive a significant portion of their revenues from the UK. The Sub-fund may also invest in companies that are listed in the UK.
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 (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 159.856.59
31 Mar 15 - 31 Mar 16-9.66-3.91
31 Mar 16 - 31 Mar 1722.3018.76
31 Mar 17 - 31 Mar 18-1.250.61
31 Mar 18 - 31 Mar 196.005.09
31 Mar 19 - 31 Mar 20-16.21-18.97
31 Mar 20 - 31 Mar 2125.8830.63
31 Mar 21 - 31 Mar 2214.319.86
31 Mar 22 - 31 Mar 23-1.192.09
31 Mar 23 - 31 Mar 2412.217.84
31 Mar 24 - 31 Mar 254.888.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.730.59
1 Month9.6310.63
3 Months-5.13-0.54
6 Months2.886.12
1 Year0.425.55
3 Years annualised6.277.44
5 Years annualised9.0310.21
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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