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
99.07p
-0.67p (-0.67%)
Fund Code
YMBDM
BYSYZM8
GB00BYSYZM80
Prices updated as at 19 Apr 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Rupert Gifford |
| 104.3 | |
| 94.34 | |
| Fund comparative index | FTSE AllSh TR GBP |
| UK Equity Income | |
| - | |
| 0.67 | |
| 0.12 | |
| 0.00 | |
| UK Equity Income | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 14 Mar 2016 |
| £454.44m | |
| 5.59 | |
| 4.91 | |
| - | |
| 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.
