LF Purisima UK Total Return A PCG

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

201.40p

arrow-down-2.31p (-1.13%)

Fund Code

YYURA

B1PF4T3

GB00B1PF4T36

Prices updated as at 01 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. To invest in the shares of UK companies (equities), UK bonds (corporate bonds, government and public securities), money market instruments, deposits and cash. UK Companies are those companies that are domiciled or incorporated in the UK, or who receive a significant portion of their revenues from the UK. The Sub-fund may also invest in companies that are listed in the UK.
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 charges

Product charges
1.25
0.10
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 30 Jan 2024pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.