Fundsmith Equity

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Fundsmith Equity I Acc

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

£7.0632

arrow-up£0.041 (+0.59%)

Fund Code

FDEIA

B41YBW7

GB00B41YBW71

Prices updated as at 17 Apr 2024
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Prices in GBP
Investment objective
The investment objective of the Fund is to achieve long term growth (over 5 years) in value. The Fund will invest in equities on a global basis. The Fund's approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies.
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.

Growth of 1,000 as of 18 Apr 2024, 13:04

Trailing returns (%) as of 18 Apr 2024, 13:04

Annual performance (%)

YearThis fundGlobal Large-Cap Growth Equity
31 Mar 13 - 31 Mar 147.256.32
31 Mar 14 - 31 Mar 1528.9518.35
31 Mar 15 - 31 Mar 1616.86-1.40
31 Mar 16 - 31 Mar 1730.1828.07
31 Mar 17 - 31 Mar 187.375.73
31 Mar 18 - 31 Mar 1923.349.79
31 Mar 19 - 31 Mar 200.83-0.88
31 Mar 20 - 31 Mar 2129.6739.08
31 Mar 21 - 31 Mar 229.344.02
31 Mar 22 - 31 Mar 232.19-4.13
31 Mar 23 - 31 Mar 2415.2919.19

Trailing returns (%)

YearThis fundGlobal Large-Cap Growth Equity
1 Day0.59-0.14
1 Month-1.47-0.99
3 Months8.497.68
6 Months12.9913.16
1 Year9.7815.05
3 Years annualised6.022.85
5 Years annualised10.289.23
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.