Fundsmith Equity

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Fundsmith Equity I Inc

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

£6.3533

arrow-down£-0.031 (-0.49%)

Fund Code

FDEII

B4MR8G8

GB00B4MR8G82

Prices updated as at 18 Sep 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 19 Sep 2024, 03:09

Trailing returns (%) as of 19 Sep 2024, 03:09

Annual performance (%)

YearThis fundGlobal Large-Cap Growth Equity
30 Jun 13 - 30 Jun 147.437.79
30 Jun 14 - 30 Jun 1519.6611.66
30 Jun 15 - 30 Jun 1633.5610.26
30 Jun 16 - 30 Jun 1724.9823.26
30 Jun 17 - 30 Jun 1815.7811.13
30 Jun 18 - 30 Jun 1918.488.91
30 Jun 19 - 30 Jun 208.6412.78
30 Jun 20 - 30 Jun 2124.4323.60
30 Jun 21 - 30 Jun 22-11.13-15.14
30 Jun 22 - 30 Jun 2313.8211.73
30 Jun 23 - 30 Jun 2413.3717.65

Trailing returns (%)

YearThis fundGlobal Large-Cap Growth Equity
1 Day0.09-0.15
1 Month0.43-0.80
3 Months-1.49-1.12
6 Months-0.651.27
1 Year10.4013.59
3 Years annualised3.091.22
5 Years annualised8.828.38
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.

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