Fundsmith Equity R Acc

Category Global Large-Cap Growth Equity

Last buy/sell price

£6.4809

arrow-up£0.095 (+1.48%)

Fund Code

B4LPDJ1

GB00B4LPDJ14

Prices updated as at 20 May 2025

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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
31 Mar 14 - 31 Mar 15	28.18	18.35
31 Mar 15 - 31 Mar 16	16.16	-1.40
31 Mar 16 - 31 Mar 17	29.39	28.07
31 Mar 17 - 31 Mar 18	6.73	5.73
31 Mar 18 - 31 Mar 19	22.60	9.79
31 Mar 19 - 31 Mar 20	0.22	-0.88
31 Mar 20 - 31 Mar 21	28.90	39.08
31 Mar 21 - 31 Mar 22	8.68	4.02
31 Mar 22 - 31 Mar 23	1.58	-4.13
31 Mar 23 - 31 Mar 24	14.61	19.19
31 Mar 24 - 31 Mar 25	-6.79	-1.74

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	1.48	0.42
1 Month	10.69	11.24
3 Months	-5.70	-5.59
6 Months	-1.61	-0.65
1 Year	-3.13	3.56
3 Years annualised	8.26	9.84
5 Years annualised	7.08	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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