Fidelity MoneyBuilder Balanced Fund W-Income

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

51.04p

arrow-down-0.11p (-0.22%)

Fund Code

YRMBI

B7XJFX0

GB00B7XJFX07

Prices updated as at 27 Dec 2024

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.

Annual charges

Product charges
	0.68
	0.04
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	13 Dec 2024	pdf
Prospectus	25 Nov 2024	pdf
Value Assessment Report	19 Nov 2024	pdf
Annual Reports	01 Nov 2024	pdf
Annual Short Report	01 Nov 2024	pdf
Key Information Document / Technical Guide	26 Jan 2024	pdf
Interim Short Report	31 Aug 2023	pdf

Please note that service charges will also apply. Read more about our fees.

Important Information

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