Fidelity MoneyBuilder range
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Fidelity MoneyBuilder range
This range is designed for new investors - with either an adventurous or conservative approach to investing, to those who want capital growth or an investment income.
Choose from seven investment options, with no initial or exit charges, and a minimum investment of only £500. Annual management charges do apply.
MoneyBuilder European Index Fund - this sterling denominated SICAV sub-fund aims to replicate the performance of the Dow Jones Euro Stoxx 50 Index. The fund is managed by Riccardo Curcio and launched on 23 January 2006.
MoneyBuilder Global Fund - an international growth fund investing in the pick of Fidelity's funds - suitable for those investors seeking long-term capital growth. The fund is managed by Richard Skelt and launched on 8 February 1988.
MoneyBuilder Balanced Fund - previously known as Fidelity UK Balanced Fund, this fund retains its objective of achieving a balance of income and long-term capital growth by investing in a combination of shares and fixed interest securities based primarily in the UK. The fund is managed by Ian Spreadbury and John Travis and launched on 8 February 1993.
MoneyBuilder Growth Fund - a conservatively managed investment which aims to achieve above-average growth by investing primarily in UK companies that have consistent growth potential. The fund is managed by Victoire Trogoff and Sam Morse and launched on 14 February 1994.
MoneyBuilder UK Index Fund - designed to offer returns that reflect the performance of the UK stockmarket by aiming to closely match the performance of the FT-SE All-Share Index. The fund is managed by Riccardo Curcio and launched on 31 January 1996.
MoneyBuilder Income Fund - our corporate bond ISA is designed to appeal to investors who are looking for a higher income alternative to bank or building society deposit accounts, with less risk than an ISA investing in shares**. It may, however, include some equity holdings. The fund is managed by Ian Spreadbury and launched on 3 October 1995.
MoneyBuilder Cash ISA Fund - this fund aims to achieve a competitive rate of interest and security by investing in cash deposits. The fund has no upfront charge and a 0.4% annual management fee (already deducted from the yield). The fund is managed by Beatrice Rodrigues and launched on 6 April 1999.