TM CRUX European Special Situations

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TM CRUX European Special Situations Fund I Accumulation GBP

Category Europe ex-UK Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

331.37p

arrow-down-3.86p (-1.15%)

Fund Code

CRSIA

BTJRQ06

GB00BTJRQ064

Prices updated as at 18 Jan 2022
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Prices in GBX

Investment objective
The investment objective of the Fund is to achieve long term capital growth by investing in European (excluding the UK) equities of companies in special situations. The Fund aims to achieve its objective primarily through investment in equity securities of European companies in special situations where it is believed the company is considered undervalued. The Fund’s portfolio will be managed on a concentrated basis. The Fund will be able to invest without restriction by market cap or sector.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2021

1 year3 years
-2.84-3.35
0.941.12
-1.02-0.41
80.7389.76
1.260.74
9.6317.29
4.265.80

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.