Fidelity MoneyBuilder Income Fund W Income

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageBelow Average3 star
Overall*AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Fidelity MoneyBuilder Income Fund W Income
  • Markit iBoxx GBP NonGilts TR
Volatility Measurements30/09/2020
3-Yr Std Dev5.77 %
3-Yr Mean Return4.38 %
3-Yr Sharpe Ratio0.65
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  BBgBarc Sterling Agg Corp TR GBP
3-Yr Beta1.030.82
3-Yr Alpha-0.53-0.12
* This share class has performance data calculated prior to the inception date, 2009-10-05. This is based upon a simulated/extended track record, using the track record of Fidelity MoneyBuilder Income (ISIN: GB0003863916), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

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