CPR Invest - Global Disruptive Opportunities I UK GBP Acc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£171.61
£0.48 (+0.28%)
Fund Code
AMGDO
BKWD4W6
LU2067132089
Prices updated as at 03 Dec 2024
Prices in GBP
Investment objective
The Compartment’s objective is to outperform global equity markets over a long term period (minimum of five years) by investing in shares of companies which either establish or benefit - fully or partly - from disruptive business models. The investment strategy of the Compartment aims to select Companies’ securities which are game changers, i.e. innovative companies which create a new market (new products, services, solutions, distribution channels…) that can challenge and finally overtake existing business models. Securities benefit from structural changes related to disruption, in all countries, including emerging markets. Disruption might also occur in all economic sectors, for example, healthcare, internet economy, technology, industrials, environment, financials.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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 | 16.50 | 13.79 |
30 Sep 18 - 30 Sep 19 | 8.28 | 6.25 |
30 Sep 19 - 30 Sep 20 | 37.80 | 17.23 |
30 Sep 20 - 30 Sep 21 | 17.71 | 18.39 |
30 Sep 21 - 30 Sep 22 | -30.97 | -14.91 |
30 Sep 22 - 30 Sep 23 | 8.31 | 8.18 |
30 Sep 23 - 30 Sep 24 | 26.01 | 17.63 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 0.28 | 0.59 |
1 Month | 9.11 | 6.26 |
3 Months | 17.62 | 7.39 |
6 Months | 17.52 | 9.03 |
1 Year | 34.61 | 22.55 |
3 Years annualised | 2.35 | 3.56 |
5 Years annualised | 11.73 | 10.17 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.