Fidelity MoneyBuilder Balanced
Category GBP Allocation 60-80% Equity
Last buy/sell price
41.48p
-0.06p (-0.14%)
Fund Code
0387855
GB0003878559
Prices updated as at 14 Jan 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Kristian Atkinson, Rupert Gifford, Shamil Gohil |
| 44.52 | |
| 41.48 | |
| Fund comparative index | FTSE AllSh TR GBP |
| Mixed Investment 40-85% Shares | |
| - | |
| 1.18 | |
| 0.04 | |
| - | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 08 Feb 1993 |
| £186.55m | |
| - | |
| - | |
| - | |
| Monthly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
