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
52.07p
0.36p (+0.70%)
Fund Code
YRMBI
B7XJFX0
GB00B7XJFX07
Prices updated as at 23 Apr 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Kristian Atkinson, Rupert Gifford, Shamil Pankhania |
| 53.43 | |
| 48.96 | |
| Fund comparative index | FTSE AllSh TR GBP |
| Mixed Investment 40-85% Shares | |
| - | |
| 0.67 | |
| 0.05 | |
| 0.00 | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 10 Sep 2012 |
| £206.99m | |
| 3.56 | |
| 4.43 | |
| - | |
| Monthly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
