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Purisima Global Total Return Int

Fund

ISIN GB0031428575 / Valor 1673425

NAV (2025-03-17)
GBP 5.17+1.76%

Purisima Global Total Return Int
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General Objective

The fund aims to deliver a total return after all costs and charges have been taken over a typical market cycle of 7 years. There is no guarantee that the objective will be met over any time period and investors may get back less than they invest.

Fund Exposure

The fund invests globally in equities, bonds, money market instruments, and cash. It may also allocate up to 20% in emerging markets. The Investment Manager focuses on the big picture, analyzing countries' economies and sectors' performance to make investment decisions.

Risks

This fund may not be suitable for investors planning to withdraw their money within 7 years. The fund is actively managed, and the Investment Manager has the discretion to invest without adhering to a specific benchmark. Additionally, derivatives may be used for investment purposes and to manage the risk profile of the fund.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB0031428351-purisima-global-total-return-a-pcg-inc/performance

Tags:
bonds msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

Purisima Global Total Return B
Purisima Global Total Return B Purisima Global Total Return B Valor: 1673422
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.75%GBP 5.29
Purisima Global Total Return A
Purisima Global Total Return A Purisima Global Total Return A Valor: 1673420
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.76%GBP 5.36