CT Global Extended Alpha Fund Z Accumulation
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.8767
£-0.011 (-0.37%)
Fund Code
THXZA
BVV27F5
GB00BVV27F53
Prices updated as at 14 Mar 2025
|
Prices in GBP
Investment objective
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the MSCI ACWI Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and seeks to gain at least 75% of its investment exposure to shares of companies worldwide.
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 | Global Large-Cap Growth Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | 10.59 | 6.12 |
31 Dec 15 - 31 Dec 16 | 21.19 | 20.36 |
31 Dec 16 - 31 Dec 17 | 20.18 | 17.02 |
31 Dec 17 - 31 Dec 18 | -8.87 | -4.74 |
31 Dec 18 - 31 Dec 19 | 34.05 | 24.23 |
31 Dec 19 - 31 Dec 20 | 20.05 | 23.70 |
31 Dec 20 - 31 Dec 21 | 12.43 | 14.57 |
31 Dec 21 - 31 Dec 22 | -16.09 | -18.08 |
31 Dec 22 - 31 Dec 23 | 19.84 | 16.02 |
31 Dec 23 - 31 Dec 24 | 23.43 | 15.19 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | -0.37 | 0.26 |
1 Month | -8.71 | -9.84 |
3 Months | -5.18 | -7.98 |
6 Months | 1.22 | 0.21 |
1 Year | 7.92 | 1.05 |
3 Years annualised | 11.19 | 6.86 |
5 Years annualised | 12.45 | 11.04 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.