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

51.18p

arrow-up0.08p (+0.16%)

Fund Code

YRMBI

B7XJFX0

GB00B7XJFX07

Prices updated as at 15 Nov 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Kristian Atkinson, Rupert Gifford, Shamil Gohil
	54.09
	50.43
Fund comparative index	FTSE AllSh TR GBP
	Mixed Investment 40-85% Shares
	-
	0.68
	0.04
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	FIL Investment Services (UK) Ltd
Share class launch date	10 Sep 2012
	£190.62m
	3.56
	4.44
	-
	Monthly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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