FIDELITY MONEYBUILDER ASSET ALLOCATOR - Fund overview
No Bestinvest rating
Find rated mixed investment 20-60% shares funds
Overview of
FIDELITY MONEYBUILDER ASSET ALLOCATOR
The fund aims to provide long term growth by investing primarily through other regulated collective investment schemes, including schemes managed by Fidelity in order to obtain a global exposure to mostly bonds, equities, commodities, property and cash. The fund may also invest directly in other transferable securities, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.
Standard Initial Charge
0.00% 0.00%
Fund summary
| Sector |
Mixed Investment 20-60% Shares
|
| Product type |
OEIC
|
| Launched |
October, 2011
|
| Size |
£8m
|
| Yield |
0.0%
|
| Charging basis |
–
|
| Dividends paid |
–
|
| Bid price |
100.60p |
Fund Charges
|
Standard Initial charge
|
0.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
0.75%
|
|
Total expense ratio
|
0.92%
|
|
Reduction in yield (10yr)
|
0.92%
|