• Funds, Trusts & ETFs
  • MoneyBuilder range

Fidelity MoneyBuilder Range - Equity funds

Our MoneyBuilder range is designed to give you low-cost access to Fidelity’s investment management expertise.

Remember that the value of these funds and the income from them can go down as well as up so you may get back less than you invest. Also, since some of these funds invest overseas currency fluctuations may increase or decrease their return.

MoneyBuilder Balanced Fund

MoneyBuilder Dividend Fund

  • Invests in top-quality companies that have the potential to pay high dividends
  • Provides a quarterly income which can be paid out or re-invested

Please note that the annual management charge is taken from the fund value, so it may give a higher income, but the fund’s capital may decrease, which will affect future performance.

MoneyBuilder Growth Fund

  • Invests mainly in larger UK companies although 20% of its investments can be overseas
  • Aims to achieve a combination of income and long term capital growth
  • Holds a low-turnover portfolio of approx 40 stocks
  • Learn more about MoneyBuilder Growth Fund

Fidelity only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an adviser.