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
425.93p
0.99p (+0.23%)
Fund Code
RAGOA
B7FQLN1
GB00B7FQLN12
Prices updated as at 27 Mar 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 28 Mar 2024, 14:03
Trailing returns (%) as of 28 Mar 2024, 14:03
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Dec 13 - 31 Dec 14 | 9.56 | 8.86 |
31 Dec 14 - 31 Dec 15 | 15.60 | 6.12 |
31 Dec 15 - 31 Dec 16 | 16.79 | 20.36 |
31 Dec 16 - 31 Dec 17 | 20.07 | 17.02 |
31 Dec 17 - 31 Dec 18 | -0.52 | -4.74 |
31 Dec 18 - 31 Dec 19 | 26.12 | 24.23 |
31 Dec 19 - 31 Dec 20 | 31.27 | 23.70 |
31 Dec 20 - 31 Dec 21 | 20.15 | 14.57 |
31 Dec 21 - 31 Dec 22 | -20.57 | -18.08 |
31 Dec 22 - 31 Dec 23 | 17.99 | 16.02 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 0.23 | -0.03 |
1 Month | 3.01 | 2.34 |
3 Months | 11.01 | 8.81 |
6 Months | 20.93 | 17.26 |
1 Year | 25.68 | 20.81 |
3 Years annualised | 8.37 | 5.64 |
5 Years annualised | 12.85 | 10.75 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.