Pershing Square Holdings Ord (PSH)

Category US Large-Cap Growth Equity

Sell

3,770.00p

Buy

3,774.00p

arrow-down-46.00p (-1.20%)

Discount/Premium

-28.45%

Estimated NAV

68.90466p

Prices updated at 26 Jul 2024, 16:35 BST

Prices minimum 15 mins delay

Prices in GBX

Investment objective

To preserve capital and seek maximum, long-term capital appreciation commensurate with reasonable risk. For these purposes, risk is defi ned as the probability of permanent loss of capital, rather than price volatility. In its value approach to investing, the Company seeks to invest in long (and occasionally short) investment opportunities that the Investment Manager believes exhibit signifi cant valuation discrepancies between current trading prices and intrinsic business (or net asset) value, often with a catalyst for value recognition.

FTSE All-Share

1.35%

LSE

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please follow the link below to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing.

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.

	3,820.00
Launch date	13 Oct 2014
	3,892.00p - 3,626.00p
	4,368.00p - 2,782.00p
	68.90 as of 23 Jul 2024
Ongoing charge audited (%)	-
	4.55
	0.32
	0.85
	158,852.61
	184.00m
	8,951.72m
	85.91
	-
	£12,679.05m
	£12,679.05m
	-25.02
	-29.71
	-31.15
Fund comparative index	S&P 500 TR
	WK
	0.03m
	1.52m
	GG00BPFJTF46

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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