Fidelity MoneyBuilder Balanced

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

41.62p

arrow-down-0.63p (-1.49%)

Fund Code

0387855

GB0003878559

Prices updated as at 04 Apr 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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearLowAbove Average
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5 - yearLowBelow Average
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10 - yearLowBelow Average
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OverallLowBelow Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2025

Ratios1 year3 years5 years
-2.28-4.57-4.09
0.590.870.85
-0.44-0.98-1.16
39.0170.1972.91
-0.32-0.370.17
6.418.978.48
5.694.984.64


Important Information

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