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
516.46p
-1.09p (-0.21%)
Fund Code
YYGRB
3142846
GB0031428468
Prices updated as at 17 May 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 18 May 2024, 07:05
Trailing returns (%) as of 18 May 2024, 07:05
Annual performance (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 31 Mar 13 - 31 Mar 14 | 5.56 | 6.32 |
| 31 Mar 14 - 31 Mar 15 | 18.96 | 18.35 |
| 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 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | -0.21 | -0.68 |
| 1 Month | 3.18 | 2.88 |
| 3 Months | 6.65 | 2.96 |
| 6 Months | 20.25 | 14.01 |
| 1 Year | 33.50 | 19.16 |
| 3 Years annualised | 12.73 | 5.26 |
| 5 Years annualised | 14.60 | 9.71 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
