Fidelity Sustainable MoneyBuilder Income Fund

Select share classes

Fidelity Sustainable MoneyBuilder Income Fund W-INC-GBP

Category GBP Corporate Bond



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

97.85p

arrow-up0.21p (+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.

Annual charges

Product charges
0.55
0.09
No
0.10
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 13 Nov 2024pdf
Annual Reports 01 Nov 2024pdf
Annual Short Report 01 Nov 2024pdf
Value Assessment Report 30 Oct 2024pdf
Prospectus15 Aug 2024pdf
Key Information Document / Technical Guide 26 Jan 2024pdf
Interim Short Report 31 Aug 2023pdf
Stock Selection Document25 Apr 2023pdf
Please note that service charges will also apply. Read more about our fees.


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