Fidelity Sustainable MoneyBuilder Income Fund A-INC-GBP

Category GBP Corporate Bond

Last buy/sell price

28.74p

arrow-up0.03p (+0.10%)

Fund Code

0386391

GB0003863916

Prices updated as at 21 Jan 2025

Prices in GBX

Investment objective

The Fund aims to deliver an income with the potential to increase the value of investor's investment. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family framework under which at least 70% of the fund’s net assets will be invested in issuers deemed to maintain sustainable characteristics. The Fund will also adhere to the Fidelity Sustainable Family exclusion policy. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments (with a bias towards corporate bonds but may also include securitised bonds). The Fund may hold investments in countries considered as emerging markets as determined by the Investment Manager at its sole discretion. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Corporate Bond
31 Dec 14 - 31 Dec 15	-0.83	0.38
31 Dec 15 - 31 Dec 16	8.36	9.71
31 Dec 16 - 31 Dec 17	4.43	4.84
31 Dec 17 - 31 Dec 18	-2.78	-2.31
31 Dec 18 - 31 Dec 19	9.23	9.62
31 Dec 19 - 31 Dec 20	7.31	8.71
31 Dec 20 - 31 Dec 21	-1.79	-2.67
31 Dec 21 - 31 Dec 22	-19.63	-18.71
31 Dec 22 - 31 Dec 23	8.65	9.68
31 Dec 23 - 31 Dec 24	2.00	2.03

Trailing returns (%)

Year	This fund	GBP Corporate Bond
1 Day	0.10	0.19
1 Month	0.04	0.10
3 Months	-0.95	-1.14
6 Months	0.50	0.77
1 Year	3.54	4.14
3 Years annualised	-3.27	-2.29
5 Years annualised	-1.65	-0.99

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.