Purisima Global Total Return B

Category Global Large-Cap Growth Equity

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

Last buy/sell price

633.61p

arrow-down-2.70p (-0.42%)

Fund Code

YYGRB

3142846

GB0031428468

Prices updated as at 13 Mar 2026

Prices in GBX

Investment objective

To achieve a total return ( the combination of capital growth and income) over a typical market cycle (which the investment manager defines to be seven years), after all costs and charges have been taken.

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
31 Dec 15 - 31 Dec 16	26.01	20.36
31 Dec 16 - 31 Dec 17	14.21	17.02
31 Dec 17 - 31 Dec 18	-6.84	-4.74
31 Dec 18 - 31 Dec 19	26.76	24.23
31 Dec 19 - 31 Dec 20	21.50	23.70
31 Dec 20 - 31 Dec 21	24.42	14.57
31 Dec 21 - 31 Dec 22	-17.28	-18.08
31 Dec 22 - 31 Dec 23	27.27	16.02
31 Dec 23 - 31 Dec 24	24.38	15.19
31 Dec 24 - 31 Dec 25	13.36	7.34

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.07	-0.53
1 Month	-2.58	-1.90
3 Months	-0.18	-3.88
6 Months	7.66	-0.77
1 Year	22.10	9.68
3 Years annualised	18.73	9.51
5 Years annualised	12.62	5.03

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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