Fundsmith Equity R Acc
Category Global Large-Cap Growth Equity
Last buy/sell price
£6.2236
£0.026 (+0.41%)
Fund Code
B4LPDJ1
GB00B4LPDJ14
Prices updated as at 02 May 2025
|
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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 | 0.41 | 1.79 |
| 1 Month | -0.86 | 0.12 |
| 3 Months | -11.25 | -10.67 |
| 6 Months | -4.08 | -2.27 |
| 1 Year | -3.92 | 2.23 |
| 3 Years annualised | 3.39 | 5.80 |
| 5 Years annualised | 7.19 | 8.46 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
