WS Lightman Investment Funds - WS Lightman European Fund R Accumulation
Category Europe ex-UK Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
196.26p
1.68p (+0.86%)
Fund Code
LFERA
BGPFJN7
GB00BGPFJN79
Prices updated as at 12 Dec 2025
Prices in GBX
Investment objective
The Sub-fund aims to provide long term (in excess of 5 years) capital growth. The Sub-fund will invest at least 80% of its assets directly in the shares of companies that are domiciled or incorporated or listed in Europe (excluding the UK), or who receive a significant portion of their revenues from Europe (excluding the UK).
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
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Europe ex-UK Equity |
|---|---|---|
| 30 Sep 14 - 30 Sep 15 | - | - |
| 30 Sep 15 - 30 Sep 16 | - | - |
| 30 Sep 16 - 30 Sep 17 | - | - |
| 30 Sep 17 - 30 Sep 18 | - | - |
| 30 Sep 18 - 30 Sep 19 | - | - |
| 30 Sep 19 - 30 Sep 20 | -10.96 | 2.04 |
| 30 Sep 20 - 30 Sep 21 | 38.15 | 21.61 |
| 30 Sep 21 - 30 Sep 22 | -3.26 | -15.39 |
| 30 Sep 22 - 30 Sep 23 | 19.41 | 17.90 |
| 30 Sep 23 - 30 Sep 24 | 7.36 | 13.66 |
| 30 Sep 24 - 30 Sep 25 | 16.78 | 10.39 |
Trailing returns (%)
| Year | This fund | Europe ex-UK Equity |
|---|---|---|
| 1 Day | 0.86 | 0.82 |
| 1 Month | 0.13 | 0.01 |
| 3 Months | 7.28 | 7.56 |
| 6 Months | 13.09 | 8.59 |
| 1 Year | 28.23 | 18.43 |
| 3 Years annualised | 12.29 | 12.15 |
| 5 Years annualised | 12.36 | 8.25 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.