Fidelity MoneyBuilder Dividend Fund W Income

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearAverageLow4 star
10-YearAverageLow4 star
Overall*AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity MoneyBuilder Dividend Fund W Income
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev14.00 %
3-Yr Mean Return6.57 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta0.870.86
3-Yr Alpha1.471.68
 
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* This share class has performance data calculated prior to the inception date, 2012-02-20. This is based upon a simulated/extended track record, using the track record of Fidelity MoneyBuilder Dividend (ISIN: GB0003860904), 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(https://www.morningstar.com/research/signature)