Fidelity Sustainable MoneyBuilder Income Fund W-INC-GBP
Category GBP Corporate Bond
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
97.85p
0.21p (+0.22%)
Fund Code
YCB
B3Z9PT6
GB00B3Z9PT62
Prices updated as at 15 Nov 2024
Prices in GBX
Investment objective
The Fund aims to deliver an income with the potential to increase the value of investor's investment. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family framework under which at least 70% of the fund’s net assets will be invested in issuers deemed to maintain sustainable characteristics. The Fund will also adhere to the Fidelity Sustainable Family exclusion policy. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments (with a bias towards corporate bonds but may also include securitised bonds). The Fund may hold investments in countries considered as emerging markets as determined by the Investment Manager at its sole discretion. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.
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
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
0.55 | |
0.09 | |
No | |
0.10 | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Documents
Please note that service charges will also apply. Read more about our fees.