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

55.27p

arrow-up0.22p (+0.40%)

Fund Code

YRMBI

B7XJFX0

GB00B7XJFX07

Prices updated as at 12 Dec 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 15	5.71	0.07
30 Sep 15 - 30 Sep 16	11.80	15.70
30 Sep 16 - 30 Sep 17	1.49	9.07
30 Sep 17 - 30 Sep 18	0.25	5.10
30 Sep 18 - 30 Sep 19	4.87	3.86
30 Sep 19 - 30 Sep 20	-6.45	-0.10
30 Sep 20 - 30 Sep 21	10.77	16.49
30 Sep 21 - 30 Sep 22	-8.15	-10.24
30 Sep 22 - 30 Sep 23	6.32	5.13
30 Sep 23 - 30 Sep 24	9.37	14.19
30 Sep 24 - 30 Sep 25	3.30	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.24	0.00
1 Month	-0.67	-0.62
3 Months	4.53	3.83
6 Months	6.43	8.25
1 Year	9.96	9.09
3 Years annualised	5.82	9.10
5 Years annualised	4.06	5.83

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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