WS Lightman Investment Funds - WS Lightman European Fund R Accumulation
Category Europe ex-UK Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
172.08p
0.09p (+0.05%)
Fund Code
LFERA
BGPFJN7
GB00BGPFJN79
Prices updated as at 23 May 2025
|
Prices in GBX
Investment objective
The Sub-fund aims to provide long term (in excess of 5 years) capital growth. The Sub-fund will invest at least 80% of its assets directly in the shares of companies that are domiciled or incorporated or listed in Europe (excluding the UK), or who receive a significant portion of their revenues from Europe (excluding the UK).
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 | Europe ex-UK Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | - | - |
| 31 Mar 17 - 31 Mar 18 | - | - |
| 31 Mar 18 - 31 Mar 19 | - | - |
| 31 Mar 19 - 31 Mar 20 | -26.58 | -8.35 |
| 31 Mar 20 - 31 Mar 21 | 70.09 | 37.19 |
| 31 Mar 21 - 31 Mar 22 | 8.77 | 4.60 |
| 31 Mar 22 - 31 Mar 23 | 9.01 | 6.03 |
| 31 Mar 23 - 31 Mar 24 | 2.69 | 11.79 |
| 31 Mar 24 - 31 Mar 25 | 8.61 | -0.01 |
Trailing returns (%)
| Year | This fund | Europe ex-UK Equity |
|---|---|---|
| 1 Day | 0.05 | -0.03 |
| 1 Month | 4.61 | 5.73 |
| 3 Months | 5.64 | 1.50 |
| 6 Months | 12.34 | 11.16 |
| 1 Year | 8.26 | 3.50 |
| 3 Years annualised | 8.12 | 9.95 |
| 5 Years annualised | 16.61 | 10.83 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
