Fidelity MoneyBuilder Dividend

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearBelow AverageLow2 star
10-YearBelow AverageLow3 star
OverallBelow AverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity MoneyBuilder Dividend
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev14.50 %
3-Yr Mean Return3.02 %
 
3-Yr Sharpe Ratio0.18
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta0.870.87
3-Yr Alpha-0.87-0.87
 
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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)