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

£7.24

arrow-up£0.021 (+0.30%)

Fund Code

FDEIA

B41YBW7

GB00B41YBW71

Prices updated as at 24 Dec 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.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Sep 13 - 30 Sep 14	15.41	8.44
30 Sep 14 - 30 Sep 15	15.31	2.45
30 Sep 15 - 30 Sep 16	42.19	27.62
30 Sep 16 - 30 Sep 17	15.72	15.19
30 Sep 17 - 30 Sep 18	21.71	13.79
30 Sep 18 - 30 Sep 19	13.82	6.25
30 Sep 19 - 30 Sep 20	13.50	17.23
30 Sep 20 - 30 Sep 21	19.85	18.39
30 Sep 21 - 30 Sep 22	-11.04	-14.91
30 Sep 22 - 30 Sep 23	9.96	8.18
30 Sep 23 - 30 Sep 24	13.08	17.63

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.30	0.26
1 Month	-0.32	-0.07
3 Months	3.28	7.14
6 Months	-0.07	5.13
1 Year	11.09	16.97
3 Years annualised	2.44	3.61
5 Years annualised	8.69	9.09

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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