Fidelity MoneyBuilder Dividend Fund W IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.07 | -9.44 | 20.66 | -12.60 | 17.64 | 3.57 | 6.35 | 5.28 |
+/- Category | -5.66 | 1.12 | 1.72 | -0.04 | -0.17 | 7.01 | -0.40 | -1.28 |
+/- Category Index | - | - | - | - | - | - | -1.27 | -2.01 |
% Rank in Category | 90 | 34 | 45 | 57 | 44 | 17 | 64 | 74 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.44 | 0.25 |
1 Week | 0.23 | -0.51 | 0.12 |
1 Month | 1.69 | -1.70 | 0.62 |
3 Months | 4.55 | -1.44 | 0.28 |
6 Months | 7.67 | -3.33 | -2.37 |
YTD | 6.08 | -2.84 | -2.06 |
1 Year | 12.90 | -3.54 | -2.05 |
3 Years Annualised | 7.37 | 1.35 | -0.49 |
5 Years Annualised | 5.48 | 0.49 | 0.50 |
10 Years Annualised | 4.92 | -0.38 | -0.90 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.47 | 3.76 | - | - |
2023 | 3.51 | -2.59 | 3.30 | 2.11 |
2022 | 3.71 | -2.70 | -3.37 | 6.22 |
2021 | 3.81 | 5.31 | 2.89 | 4.59 |
2020 | -22.74 | 9.14 | -3.40 | 7.30 |
2019 | 8.54 | 1.00 | 2.44 | 7.44 |
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