Fidelity MoneyBuilder Income Fund W Accumulation
A Select 50 Fund - Fidelity insight
Category GBP Corporate Bond
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,348.00p
-5.00p (-0.37%)
Fund Code
YCBA
BBGBFM0
GB00BBGBFM09
Prices updated as at 16 May 2022
Prices in GBX
Investment objective
The Fund aims to deliver an income with the potential to increase the value of your investment. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities. The Investment Manager will, when selecting investments for the Fund and for the purposes of monitoring risk, consider the ICE Bank of America Merrill Lynch Euro-Sterling Index. However, the Investment Manager has a wide degree of freedom relative to the index and may invest in issuers, sectors, countries and security types not included in the index in order to take advantage of investment opportunities. This means the Fund’s investments and therefore performance may vary significantly from the index.
Important documents: Please ensure that you have read the Key information document, 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
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of £1,000 as of 16 May 2022, 15:05
Trailing returns (%) as of 16 May 2022, 15:05
Annual performance (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
31 Mar 11 - 31 Mar 12 | 8.11 | 7.15 |
31 Mar 12 - 31 Mar 13 | 10.25 | 11.99 |
31 Mar 13 - 31 Mar 14 | 0.63 | 2.47 |
31 Mar 14 - 31 Mar 15 | 12.31 | 11.07 |
31 Mar 15 - 31 Mar 16 | -0.51 | -0.52 |
31 Mar 16 - 31 Mar 17 | 7.69 | 9.43 |
31 Mar 17 - 31 Mar 18 | 1.59 | 1.49 |
31 Mar 18 - 31 Mar 19 | 2.97 | 3.07 |
31 Mar 19 - 31 Mar 20 | 1.29 | 0.66 |
31 Mar 20 - 31 Mar 21 | 8.23 | 8.73 |
31 Mar 21 - 31 Mar 22 | -4.22 | -5.12 |
Trailing returns (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
1 Day | -0.37 | 0.07 |
1 Month | -1.32 | -1.20 |
3 Months | -3.65 | -3.89 |
6 Months | -9.10 | -9.47 |
1 Year | -7.29 | -7.58 |
3 Years annualised | 0.52 | 0.55 |
5 Years annualised | 1.20 | 1.18 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.