WS Blue Whale Growth Fund R Sterling Income

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

254.90p

arrow-up0.88p (+0.35%)

Fund Code

LBGRI

BD6PG89

GB00BD6PG894

Prices updated as at 14 Nov 2024

Prices in GBX

Investment objective

To achieve capital growth over any five year period, after all costs and charges have been taken. To invest directly (and potentially indirectly) at least 80% of its Scheme Property by value worldwide (including emerging markets) in equities. The portfolio will be concentrated, comprising of 25 to 35 stocks.

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	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	25.33	13.79
30 Sep 18 - 30 Sep 19	11.17	6.25
30 Sep 19 - 30 Sep 20	24.57	17.23
30 Sep 20 - 30 Sep 21	17.77	18.39
30 Sep 21 - 30 Sep 22	-25.45	-14.91
30 Sep 22 - 30 Sep 23	18.72	8.18
30 Sep 23 - 30 Sep 24	30.02	17.63

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	-0.21	-0.04
1 Month	3.83	2.78
3 Months	14.66	7.69
6 Months	8.55	5.39
1 Year	35.83	22.19
3 Years annualised	4.58	1.83
5 Years annualised	13.02	9.80

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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