LF Purisima UK Total Return B 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

243.59p

arrow-up1.52p (+0.63%)

Fund Code

YYUBA

B1PF4Y8

GB00B1PF4Y88

Prices updated as at 12 Dec 2025
|
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.

Company name
Fisher Investments, Inc. (Link)
Fund launch date
01 Mar 2007
Domicile
United Kingdom
UCITS
Yes
Fund manager
Jeffery Silk
Manager start date
01 Mar 2007
Fund manager biography
Jeffery (Jeff) Silk is a Vice Chairman and Co-Chief Investment Officer of Fisher Investments. Jeff oversees all portfolio management functions across a wide range of investment strategies at the firm. Jeff joined the firm in 1983 as one of the firm’s first employees. Prior to his current role, Jeff was President and Chief Operating Officer. He has also served as Director of Trading and Operations, where he was instrumental in developing the firm’s first portfolio management, research and trading technologies. Jeff received his undergraduate degree from the University of San Francisco.
Fund manager
Kenneth Fisher
Manager start date
01 Mar 2007
Fund manager biography
Ken Fisher founded Fisher Investments in 1979, which as of 6/30/2025 is a $332-plus billion investment adviser and money management firm serving large institutions and high net worth individuals globally. He was CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken’s prestigious Forbes “Portfolio Strategy” column ran monthly for 32 1/2 years until 12/31/2016, making Ken the longest continuously running columnist in the magazine’s history. He writes monthly, native language columns in major media organs around the world, including the New York Post in the United States; The Daily Telegraph in the United Kingdom; Denmark’s leading business newspaper, Børsen; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; Israel’s Calcalist; South Korea’s largest business paper, Chosun Weekly Biz; Japan’s Diamond Weekly; Spain’s largest business website and newspaper, elEconomista; Saudi Arabia’s Al Eqtisadiah; Mexico’s El Financiero; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; Switzerland’s leading business paper, Handelszeitung; the Hong Kong Economic Journal; Argentina’s Infobae; Ireland’s Irish Independent; Belgium’s La Libre; the United Arab Emirates’ The National; France’s L’Opinion; Sweden’s Privata Affärer; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; the Netherlands’ largest newspaper, De Telegraaf; and Austria’s Trend. In total, his 25 bespoke columns span more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. He also appears regularly on financial and news media segments globally—including Fox News, Fox Business, Sky News (UK and Australia), Bloomberg (Canada and Asia), CNN International and the BBC—and is active on social media. Ken has written 11 books, including 4 New York Times bestsellers. His 1970s’ theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now part of financial core curriculum. His credits span a multitude of professional and scholarly journals. He is a recipient of the Bernstein Fabozzi/Jacobs Levy Award for outstanding research in the Journal of Portfolio Management. Ken was named a 2025 inductee of the Texas Business Hall of Fame. He ranked #86 on the 2024 Forbes 400 list of Richest Americans and #224 on the 2025 list of Global Billionaires. He and his wife, Sherrilyn, have three adult sons and live in Dallas, TX.
Head office
12 Castle Street, St Helier, Jersey, Channel Islands, JE2 3RT
United Kingdom
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