Fidelity MoneyBuilder Dividend Y Inc


Fund Info

  • Yield History5.11%
  • 3 Year sharpe0.34
  • 3 Year alpha-4.41
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorUK Equity Income
  • Manager GroupFidelity
  • DomicileUnited Kingdom

Investment Strategy

The Fund’s investment objective is to achieve a combination of income and long term capital growth from a portfolio primarily made up of investments in the UK, including ordinary shares, preference shares, convertibles and fixed interest securities. The portfolio is likely to have a bias towards larger companies, although the ACD is not restricted in its choice of company by either size or industry.