Fidelity MoneyBuilder Income Fund W IncomeRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -2.4 | 9.7 | 7.7 | -1.4 | -8.5 |
| +/-Cat | -0.1 | 0.1 | -1.0 | 1.3 | 0.5 |
| +/-B’mrk | -0.9 | 0.4 | -0.1 | 1.7 | 0.2 |
| Category: GBP Corporate Bond | ||||||
| Category Benchmark: Markit iBoxx GBP NonGilts TR | ||||||
| Key Stats | ||
| NAV 16/05/2022 | GBX 112.90 | |
| Day Change | -0.35% | |
| Morningstar Category™ | GBP Corporate Bond | |
| IA (formerly IMA) Sector | £ Corporate Bond | |
| ISIN | GB00B3Z9PT62 | |
| Fund Size (Mil) 30/04/2022 | GBP 2558.35 | |
| Share Class Size (Mil) 16/05/2022 | GBP 907.70 | |
| Max Initial Charge | - | |
| Ongoing Charge 01/09/2021 | 0.56% | |
| Morningstar Research |
| Analyst Report |
Lead manager Sajiv Vaid continues to implement a long-established investment approach focusing on delivering a stable income and diversification to equities. The Morningstar Analyst Rating for Fidelity MoneyBuilder Income Gross’ clean share class... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Above Average |
| Process | High |
| Performance | |
| Price | |
| Investment Objective: Fidelity MoneyBuilder Income Fund W Income |
| The Fund aims to deliver an income with the potential to increase the value of your investment. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities. The Investment Manager will, when selecting investments for the Fund and for the purposes of monitoring risk, consider the ICE Bank of America Merrill Lynch Euro-Sterling Index. However, the Investment Manager has a wide degree of freedom relative to the index and may invest in issuers, sectors, countries and security types not included in the index in order to take advantage of investment opportunities. This means the Fund’s investments and therefore performance may vary significantly from the index. |
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| Management | ||
Manager Name Start Date | ||
Sajiv Vaid 01/01/2019 | ||
Kristian Atkinson 01/01/2019 | ||
Inception Date 05/10/2009 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| ICE BofA Euro-Sterling TR GBP | Markit iBoxx GBP NonGilts TR |
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| Portfolio Profile for Fidelity MoneyBuilder Income Fund W Income | 31/03/2022 |
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