Fidelity MoneyBuilder DividendRegister 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 | 4.50 | -9.88 | 20.06 | -13.05 | 17.08 | 3.02 | 5.87 | 4.98 |
+/- Category | -6.24 | 0.68 | 1.11 | -0.49 | -0.73 | 6.46 | -0.89 | -1.58 |
+/- Category Index | - | - | - | - | - | - | -1.75 | -2.31 |
% Rank in Category | 94 | 39 | 49 | 64 | 49 | 19 | 72 | 77 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.51 | -0.43 | 0.27 |
1 Week | 0.24 | -0.50 | 0.14 |
1 Month | 1.70 | -1.70 | 0.63 |
3 Months | 4.39 | -1.59 | 0.12 |
6 Months | 7.40 | -3.61 | -2.65 |
YTD | 5.78 | -3.15 | -2.36 |
1 Year | 12.38 | -4.06 | -2.57 |
3 Years Annualised | 6.83 | 0.81 | -1.03 |
5 Years Annualised | 4.94 | -0.05 | -0.03 |
10 Years Annualised | 4.38 | -0.92 | -1.44 |
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 | 1.28 | 3.65 | - | - |
2023 | 3.37 | -2.66 | 3.10 | 2.05 |
2022 | 3.54 | -2.79 | -3.53 | 6.09 |
2021 | 3.67 | 5.22 | 2.74 | 4.46 |
2020 | -22.83 | 9.00 | -3.52 | 7.14 |
2019 | 8.45 | 0.80 | 2.39 | 7.27 |
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