Pershing Square Holdings Ord (PSH)

Category US Large-Cap Growth Equity


star-filledstar-filledstar-filledstar-filled
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

3,844.00p

Buy

3,848.00p

arrow-up84.00p (+2.23%)

Discount/Premium

-34.79%

Estimated NAV

72.30932p

Prices updated at 24 Dec 2024, 12:35 GMT
| Prices minimum 15 mins delay
|
Prices in GBX

Investment objective
To preserve capital and seek maximum, long-term capital appreciation commensurate with reasonable risk. For these purposes, risk is defi ned as the probability of permanent loss of capital, rather than price volatility. In its value approach to investing, the Company seeks to invest in long (and occasionally short) investment opportunities that the Investment Manager believes exhibit signifi cant valuation discrepancies between current trading prices and intrinsic business (or net asset) value, often with a catalyst for value recognition.

arrow-up0.47%
LSE

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Annual charges

Product charges
-
4.55
0.00
Minimum investment-

Documents

LanguageDate posted
Key Information Document (KID)English12 Jan 2024
Semi-Annual ReportEnglish30 Jun 2023
FactsheetEnglish28 Feb 2023
Annual ReportEnglish31 Dec 2022
ProspectusEnglish13 Oct 2014
Please note that service charges will also apply. Read more about our fees.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.