CPR Invest - Global Disruptive Opportunities I UK GBP Acc

Category Global Large-Cap Growth Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£150.36

arrow-up£0.02 (+0.01%)

Fund Code

AMGDO

BKWD4W6

LU2067132089

Prices updated as at 25 Sep 2024
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Aug 2024

1 year3 years
-3.04-8.13
1.351.23
0.24-1.15
88.9187.41
0.99-0.26
16.2418.53
6.747.23


Important Information

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