Fidelity MoneyBuilder BalancedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 3.30 | -6.82 | 14.73 | -5.57 | 8.82 | -7.53 | 5.10 | 1.69 |
+/- Category | -6.70 | -0.45 | -0.94 | -10.82 | -2.33 | 2.55 | -3.27 | -1.75 |
+/- Category Index | - | - | - | -10.09 | -3.45 | -0.27 | -5.57 | -2.12 |
% Rank in Category | 99 | 59 | 66 | 97 | 78 | 26 | 89 | 89 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.45 | -0.23 |
1 Week | 0.86 | 0.78 | 0.11 |
1 Month | 1.48 | 2.70 | 1.72 |
3 Months | 3.19 | 0.18 | -0.63 |
6 Months | 6.90 | -3.44 | -3.65 |
YTD | 1.55 | -1.36 | -2.85 |
1 Year | 2.31 | -5.68 | -9.09 |
3 Years Annualised | 1.81 | -0.32 | -2.79 |
5 Years Annualised | 1.70 | -2.69 | -4.26 |
10 Years Annualised | 2.60 | -2.82 | -4.23 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.56 | - | - | - |
2023 | 2.96 | -3.55 | 1.71 | 4.05 |
2022 | -0.56 | -4.94 | -6.59 | 4.73 |
2021 | -0.03 | 3.90 | 1.20 | 3.52 |
2020 | -13.71 | 7.15 | -2.59 | 4.84 |
2019 | 6.45 | 0.95 | 3.30 | 3.35 |
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