Fundsmith Equity R Acc

Category Global Large-Cap Growth Equity
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Last buy/sell price

£6.5536

arrow-down£-0.121 (-1.81%)

Fund Code

B4LPDJ1

GB00B4LPDJ14

Prices updated as at 20 Dec 2024
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Nov 2024

Ratios
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1 year3 years
-5.72-2.65
0.700.62
-2.51-0.45
68.5558.15
1.00-0.01
8.2911.51
5.539.04


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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