Fundsmith Equity R Inc

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

£6.5242

arrow-down£-0.033 (-0.51%)

Fund Code

B4QBRK3

GB00B4QBRK32

Prices updated as at 28 Feb 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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAverageLow
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5 - yearAverageLow
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10 - yearAbove AverageBelow Average
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OverallAbove AverageBelow Average
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  • 3
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-6.54-0.480.31
0.730.560.69
-1.45-0.42-0.38
60.8053.1367.18
0.030.380.66
9.8110.2711.99
6.749.078.20


Important Information

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