Rathbone Global Opportunities Fund Institutional Acc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
417.23p
0.78p (+0.19%)
Fund Code
RAGOA
B7FQLN1
GB00B7FQLN12
Prices updated as at 24 Apr 2024
Prices in GBX
Investment objective
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager uses the IA Global sector as a target for the fund’s return because it aims to achieve a better return than the average of funds that are similar to companies. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.
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
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 25 Apr 2024, 03:04
Trailing returns (%) as of 25 Apr 2024, 03:04
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Mar 13 - 31 Mar 14 | 12.40 | 6.32 |
31 Mar 14 - 31 Mar 15 | 20.05 | 18.35 |
31 Mar 15 - 31 Mar 16 | 5.87 | -1.40 |
31 Mar 16 - 31 Mar 17 | 24.81 | 28.07 |
31 Mar 17 - 31 Mar 18 | 11.73 | 5.73 |
31 Mar 18 - 31 Mar 19 | 14.01 | 9.79 |
31 Mar 19 - 31 Mar 20 | 3.31 | -0.88 |
31 Mar 20 - 31 Mar 21 | 39.17 | 39.08 |
31 Mar 21 - 31 Mar 22 | 8.69 | 4.02 |
31 Mar 22 - 31 Mar 23 | -6.82 | -4.13 |
31 Mar 23 - 31 Mar 24 | 24.88 | 19.19 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 0.90 | 0.20 |
1 Month | -2.83 | -3.45 |
3 Months | 7.57 | 5.28 |
6 Months | 21.70 | 16.91 |
1 Year | 18.46 | 14.68 |
3 Years annualised | 5.11 | 2.72 |
5 Years annualised | 11.24 | 9.07 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.