Fidelity MoneyBuilder Dividend Fund W Monthly Income

Category UK Equity Income

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

Last buy/sell price

102.20p

arrow-down-0.30p (-0.29%)

Fund Code

YMBDM

BYSYZM8

GB00BYSYZM80

Prices updated as at 09 May 2025

Prices in GBX

Investment objective

The Fund aims to increase value of investor's investment over a period of 5 years or more and deliver an income that is at least 10% more than the income produced by companies in the FTSE All Share Index. The Fund will invest at least 70% in 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). 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filled
5 - year
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filled
Overall
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filled

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Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

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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