Fidelity MoneyBuilder Balanced

Category GBP Allocation 60-80% Equity

Last buy/sell price

42.36p

arrow-up0.12p (+0.28%)

Fund Code

0387855

GB0003878559

Prices updated as at 02 May 2025

Prices in GBX

Investment objective

The Fund aims to achieve an income and to increase value of investor's investment over a period of 5 years or more. The Fund will invest at least 80% in a blend of 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) and sterling denominated (or hedged back to sterling) investment grade debt instruments e.g. bonds, which could include government and corporate bonds. The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.

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.

Company name

FIL Investment Services (UK) Ltd

Fund launch date

08 Feb 1993

Domicile

United Kingdom

UCITS

Yes

Lead manager

Rupert Gifford

Lead manager start date

03 Feb 2020

Lead fund manager biography

Fund manager

Shamil Gohil

Manager start date

01 Mar 2023

Fund manager biography

Head office

Beech Gate, Millfield Lane, Lower Kingswood, Tadworth

Surrey

United Kingdom

KT20 6RP

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