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

676.83p

arrow-down-5.59p (-0.82%)

Fund Code

YYGRB

3142846

GB0031428468

Prices updated as at 18 May 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 or Product Summary document , 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 Mar 15 - 31 Mar 16	-0.10	-1.40
31 Mar 16 - 31 Mar 17	34.29	28.07
31 Mar 17 - 31 Mar 18	0.80	5.73
31 Mar 18 - 31 Mar 19	11.61	9.79
31 Mar 19 - 31 Mar 20	-0.75	-0.88
31 Mar 20 - 31 Mar 21	41.57	39.08
31 Mar 21 - 31 Mar 22	15.67	4.02
31 Mar 22 - 31 Mar 23	-5.64	-4.13
31 Mar 23 - 31 Mar 24	32.76	19.19
31 Mar 24 - 31 Mar 25	1.93	-1.74
31 Mar 25 - 31 Mar 26	18.56	7.92

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	-0.82	-0.69
1 Month	3.22	2.63
3 Months	4.52	4.96
6 Months	9.36	4.76
1 Year	26.44	12.72
3 Years annualised	19.93	10.94
5 Years annualised	13.59	6.31

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.

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.