Fidelity MoneyBuilder Dividend W INC

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.58%
  • 3 Year sharpe-0.07
  • 3 Year alpha-1.24
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • IA SectorUK Equity Income
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B3LNGT95

Investment Strategy

The Fund aims to increase value of your investment over a period of 5 years or more and deliver an income that is at least 10% more than the income produced by companies in the FTSE All Share Index.The Fund will invest at least 70% in 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). The Investment Manager is not restricted in terms of size or industry.

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