Fidelity MoneyBuilder Balanced W Acc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.24%
  • 3 Year sharpe0.60
  • 3 Year alpha-1.07
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BYRPGV84

Investment Strategy

The Fund aims to achieve an income and to increase value of your investment over a period of 5 years or more.The Fund will invest at least 80% in a blend of equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK) and sterling denominated (or hedged back to sterling) investment grade debt instruments e.g. bonds, which could include government and corporate bonds.

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