Fidelity MoneyBuilder Dividend Fund

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Fidelity MoneyBuilder Dividend Fund W Income

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

129.70p

arrow-down-1.20p (-0.92%)

Fund Code

YMBDI

B3LNGT9

GB00B3LNGT95

Prices updated as at 12 Mar 2025
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Prices in GBX
Investment objective
The Fund aims to increase value of investor's investment over a period of 5 years or more and deliver an income that is at least 10% more than the income produced by companies in the FTSE All Share Index. The Fund will invest at least 70% in 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). 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.

Annual performance (%)

YearThis fundUK Equity Income
31 Dec 14 - 31 Dec 157.656.33
31 Dec 15 - 31 Dec 167.248.76
31 Dec 16 - 31 Dec 175.0710.73
31 Dec 17 - 31 Dec 18-9.44-10.56
31 Dec 18 - 31 Dec 1920.6618.95
31 Dec 19 - 31 Dec 20-12.60-12.56
31 Dec 20 - 31 Dec 2117.6417.81
31 Dec 21 - 31 Dec 223.57-3.44
31 Dec 22 - 31 Dec 236.356.76
31 Dec 23 - 31 Dec 245.238.08

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.92-0.29
1 Month-2.66-3.33
3 Months0.97-0.89
6 Months-0.31-0.38
1 Year8.379.05
3 Years annualised6.936.44
5 Years annualised9.899.80
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.


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