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
51.60p
0.15p (+0.29%)
Fund Code
YRMBI
B7XJFX0
GB00B7XJFX07
Prices updated as at 02 May 2025
|
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 11.32 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | 1.21 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 10.91 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | -4.71 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 4.63 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | -6.53 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 9.94 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | 8.79 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | -3.77 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 3.18 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | 3.27 | 3.05 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | 0.29 | 0.60 |
| 1 Month | 0.49 | -0.36 |
| 3 Months | -0.53 | -4.63 |
| 6 Months | 2.02 | 0.01 |
| 1 Year | 2.95 | 4.18 |
| 3 Years annualised | 1.09 | 3.56 |
| 5 Years annualised | 3.73 | 6.49 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
