Fidelity Sustainable MoneyBuilder Income Fund A-ACC-GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.3 | -1.8 | -19.6 | 8.7 | 1.8 |
![]() | +/-Cat | -1.4 | 0.8 | -0.9 | -1.0 | 0.0 |
![]() | +/-B’mrk | -2.1 | 2.0 | 1.0 | -1.0 | 0.6 |
Category: GBP Corporate Bond | ||||||
Category Benchmark: Morningstar UK Corp Bd GR GBP |
Key Stats | ||
NAV 14/08/2024 | GBX 183.80 | |
Day Change | 0.44% | |
Morningstar Category™ | GBP Corporate Bond | |
IA (formerly IMA) Sector | £ Corporate Bond | |
ISIN | GB00B417LB58 | |
Fund Size (Mil) 31/07/2024 | GBP 1627.09 | |
Share Class Size (Mil) 13/08/2024 | GBP 28.83 | |
Max Initial Charge | - | |
Ongoing Charge 01/11/2023 | 0.54% |
Morningstar Research |
Analyst Report | 29/05/2024 Giovanni Cafaro, Analyst Morningstar, Inc |
Fidelity MoneyBuilder Income's lead manager Sajiv Vaid implements a long-established investment approach focusing on delivering a stable income and diversification to equities. The strategy’s move to include "sustainable" in its name will result... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Fidelity Sustainable MoneyBuilder Income Fund A-ACC-GBP |
The Fund aims to deliver an income with the potential to increase the value of investor's investment. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family framework under which at least 70% of the fund’s net assets will be invested in issuers deemed to maintain sustainable characteristics. The Fund will also adhere to the Fidelity Sustainable Family exclusion policy. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments (with a bias towards corporate bonds but may also include securitised bonds). The Fund may hold investments in countries considered as emerging markets as determined by the Investment Manager at its sole discretion. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kristian Atkinson 30/09/2023 | ||
Shamil Gohil 03/01/2023 | ||
Inception Date 22/05/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Euro-Sterling TR GBP | Morningstar UK Corp Bd GR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Sustainable MoneyBuilder Income Fund A-ACC-GBP | 30/06/2024 |
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