Fidelity MoneyBuilder BalancedRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -5.6 | 8.8 | -7.5 | 5.1 | 4.8 |
![]() | +/-Cat | -10.8 | -2.3 | 2.5 | -3.3 | -1.7 |
![]() | +/-B’mrk | -10.1 | -3.5 | -0.3 | -5.6 | -3.5 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBX 43.98 | |
Day Change | 0.69% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0003878559 | |
Fund Size (Mil) 31/07/2024 | GBP 204.51 | |
Share Class Size (Mil) 13/08/2024 | GBP 10.85 | |
Max Initial Charge | - | |
Ongoing Charge 29/02/2024 | 1.18% |
Investment Objective: Fidelity MoneyBuilder Balanced |
The Fund aims to achieve an income and to increase value of investor's investment over a period of 5 years or more. The Fund will invest at least 80% in a blend of equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK) and sterling denominated (or hedged back to sterling) investment grade debt instruments e.g. bonds, which could include government and corporate bonds. The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Rupert Gifford 03/02/2020 | ||
Kristian Atkinson 30/09/2023 | ||
Click here to see others | ||
Inception Date 08/02/1993 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
65% FTSE AllSh TR GBP , 35% FTSE Act UK Cnvt Gilts All Stocks TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity MoneyBuilder Balanced | 30/06/2024 |
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