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

112.80p

arrow-up0.70p (+0.62%)

Fund Code

YMBDM

BYSYZM8

GB00BYSYZM80

Prices updated as at 12 Dec 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.

Annual performance (%)

Year	This fund	UK Equity Income
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	4.14	10.10
30 Sep 17 - 30 Sep 18	0.38	2.92
30 Sep 18 - 30 Sep 19	1.82	-0.69
30 Sep 19 - 30 Sep 20	-12.48	-18.59
30 Sep 20 - 30 Sep 21	20.66	29.27
30 Sep 21 - 30 Sep 22	1.94	-9.43
30 Sep 22 - 30 Sep 23	10.64	12.95
30 Sep 23 - 30 Sep 24	10.34	14.68
30 Sep 24 - 30 Sep 25	6.02	9.29

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	0.62	0.48
1 Month	-0.77	-1.12
3 Months	5.84	3.71
6 Months	8.53	5.88
1 Year	14.40	12.58
3 Years annualised	9.13	10.33
5 Years annualised	9.69	9.19

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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