Fundsmith Equity I Acc

Category Global Large-Cap Growth Equity

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

Last buy/sell price

£6.9422

arrow-down£-0.055 (-0.79%)

Fund Code

FDEIA

B41YBW7

GB00B41YBW71

Prices updated as at 19 Jul 2024

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve long term growth (over 5 years) in value. The Fund will invest in equities on a global basis. The Fund's approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies.

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.

Growth of 1,000 as of 21 Jul 2024, 11:07

10Y

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Jun 13 - 30 Jun 14	7.43	7.79
30 Jun 14 - 30 Jun 15	19.68	11.66
30 Jun 15 - 30 Jun 16	33.56	10.26
30 Jun 16 - 30 Jun 17	25.01	23.26
30 Jun 17 - 30 Jun 18	15.18	11.13
30 Jun 18 - 30 Jun 19	18.48	8.91
30 Jun 19 - 30 Jun 20	9.21	12.78
30 Jun 20 - 30 Jun 21	24.43	23.60
30 Jun 21 - 30 Jun 22	-11.13	-15.14
30 Jun 22 - 30 Jun 23	13.82	11.73
30 Jun 23 - 30 Jun 24	13.37	17.65

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	-0.79	-1.12
1 Month	-3.43	-1.54
3 Months	-0.87	2.66
6 Months	5.46	8.66
1 Year	9.01	12.45
3 Years annualised	2.65	2.10
5 Years annualised	7.64	8.03

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.