Rathbone Global Opportunities Fund S Acc
A Select 50 Fund - Fidelity insight
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
217.086p
2.097p (+0.98%)
Fund Code
RAOSA
BH0P2M9
GB00BH0P2M97
Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager uses the IA Global sector as a target for the fund’s return because it aims to achieve a better return than the average of funds that are similar to companies. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.
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
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 20.05 | 18.35 |
| 31 Mar 15 - 31 Mar 16 | 5.87 | -1.40 |
| 31 Mar 16 - 31 Mar 17 | 24.81 | 28.07 |
| 31 Mar 17 - 31 Mar 18 | 11.73 | 5.73 |
| 31 Mar 18 - 31 Mar 19 | 13.92 | 9.79 |
| 31 Mar 19 - 31 Mar 20 | 3.58 | -0.88 |
| 31 Mar 20 - 31 Mar 21 | 39.54 | 39.08 |
| 31 Mar 21 - 31 Mar 22 | 8.98 | 4.02 |
| 31 Mar 22 - 31 Mar 23 | -6.57 | -4.13 |
| 31 Mar 23 - 31 Mar 24 | 25.20 | 19.19 |
| 31 Mar 24 - 31 Mar 25 | 3.11 | -1.74 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | 0.98 | 1.79 |
| 1 Month | 0.50 | 0.12 |
| 3 Months | -7.08 | -10.67 |
| 6 Months | 2.63 | -2.27 |
| 1 Year | 8.88 | 2.23 |
| 3 Years annualised | 9.16 | 5.80 |
| 5 Years annualised | 11.39 | 8.46 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
