CCLA Better World Global Equity Fund Class C GBP Income

Category Global Large-Cap Growth Equity

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

Last buy/sell price

£1.654/£1.654

arrow-up£0.004 (+0.24%)

Fund Code

CBWCI

BPP3BY9

GB00BPP3BY99

Prices updated as at 02 May 2025

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Prices in GBP

Investment objective

The Sub-Fund aims to provide a total return (the combination of capital growth and income) over the long-term (defined as any rolling period of 5 years) and is managed in line with CCLA’s approach to investing for a better world as outlined in CCLA’s Better World Policy. The Sub-Fund aims to achieve its investment objective by investing typically at least 80% of its assets (directly or indirectly) in shares of companies (also known as equities) from around the world. The Sub-Fund will typically generally invest directly in such shares. The Sub-Fund will normally have significant allocations to developed markets but may also invest in emerging markets (as defined by MSCI for the purposes of its Developed Markets Indexes).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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
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	-	-
31 Mar 20 - 31 Mar 21	-	-
31 Mar 21 - 31 Mar 22	-	-
31 Mar 22 - 31 Mar 23	-	-
31 Mar 23 - 31 Mar 24	21.05	19.19
31 Mar 24 - 31 Mar 25	-3.18	-1.74

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.24	1.79
1 Month	-1.73	0.12
3 Months	-11.05	-10.67
6 Months	-3.00	-2.27
1 Year	-0.58	2.23
3 Years annualised	5.31	5.80
5 Years annualised	-	-

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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