Fidelity MoneyBuilder Balanced

Category GBP Allocation 60-80% Equity
star-filled
Last buy/sell price

42.76p

arrow-down-0.19p (-0.44%)

Fund Code

0387855

GB0003878559

Prices updated as at 22 May 2025
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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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