Fidelity MoneyBuilder Dividend Y Inc


Fund Info

  • Yield History5.14%
  • 3 Year sharpe0.25
  • 3 Year alpha-4.32
  • 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.

Latest news

Currently there for this fund. Visit our news hub for other news .