Brown Advisory Global Leaders Fund Sterling Class B Accumulation

Category Global Large-Cap Growth Equity

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

Last buy/sell price

£21.00

arrow-up£0.20 (+0.96%)

Fund Code

BRLBA

BD9MKL8

IE00BD9MKL82

Prices updated as at 12 Nov 2024

Prices in GBP

Investment objective

The objective of the Fund is to achieve capital appreciation by investing primarily in global equities.Under normal circumstances, the Fund aims to achieve its investment objective by investing at least 80% of its net assets in global equity securities. The Fund also will, under normal market conditions: (1) invest at least 40% of its net assets outside the United States (including Emerging Market Countries) which may be reduced to 30% if market conditions are not favourable, and (2) hold securities of issuers located in at least three countries.

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.

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.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-	-
30 Sep 19 - 30 Sep 20	-	-
30 Sep 20 - 30 Sep 21	20.15	18.39
30 Sep 21 - 30 Sep 22	-6.84	-14.91
30 Sep 22 - 30 Sep 23	11.82	8.18
30 Sep 23 - 30 Sep 24	20.78	17.63

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.96	0.55
1 Month	3.86	2.86
3 Months	7.97	8.19
6 Months	6.06	5.51
1 Year	23.02	22.35
3 Years annualised	7.09	2.31
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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