Fidelity MoneyBuilder Dividend Y Inc

Fund

Fund Info

  • Yield History5.01%
  • 3 Year sharpe0.40
  • 3 Year alpha-3.65
  • 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
  • ISINGB00B3LNGT95

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.