Fidelity MoneyBuilder Balanced Fund W-IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 3.84 | -6.35 | 15.31 | -5.08 | 9.35 | -7.06 | 5.61 | 0.71 |
+/- Category | -6.16 | 0.01 | -0.36 | -10.33 | -1.79 | 3.02 | -2.75 | -3.59 |
+/- Category Index | - | - | - | -9.60 | -2.92 | 0.21 | -5.05 | -4.40 |
% Rank in Category | 98 | 52 | 59 | 96 | 76 | 21 | 85 | 97 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.48 | -0.15 |
1 Week | 2.36 | 1.36 | 1.11 |
1 Month | 1.01 | 1.76 | 1.71 |
3 Months | 4.11 | -0.22 | -0.86 |
6 Months | 7.52 | -4.09 | -4.34 |
YTD | 0.90 | -2.28 | -3.21 |
1 Year | 1.50 | -6.46 | -9.01 |
3 Years Annualised | 2.05 | -0.30 | -2.42 |
5 Years Annualised | 1.97 | -2.37 | -3.76 |
10 Years Annualised | 3.23 | -2.23 | -3.63 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.71 | - | - | - |
2023 | 3.08 | -3.44 | 1.85 | 4.18 |
2022 | -0.44 | -4.82 | -6.48 | 4.87 |
2021 | 0.08 | 4.05 | 1.32 | 3.64 |
2020 | -13.60 | 7.30 | -2.48 | 4.98 |
2019 | 6.59 | 1.07 | 3.44 | 3.47 |
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