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Fidelity Moneybuilder Income A

Bestinvest LogoInvests predominantly in sterling denominated investment grade bonds.

PRICE (INC)

29.03p

PRICE (ACC)

169p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.8%

ONGOING CHARGE

0.96%

YIELD

4.2%

1 YEAR
-9.10%
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Prices as at 17 May 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

Fund manager Ian Spreadbury seeks to add value relative to peer group funds by investing in a diversified portfolio of predominantly quality UK corporate bonds. The fund may also invest up to 25% in gilts or other developed market government securities. Exposure to high yield bonds is limited to 5%, and there are no holdings in convertibles or preference shares. The corporate bonds are predominantly sterling / euro denominated, with all foreign currency exposure hedged back to £. Bonds issued by major governments and companies will be more stable than those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Any historical or current yields quoted should not be considered reliable indicators of future performance.

Fund summary

Sector£ Corporate Bond
StructureOEIC
LaunchedSeptember 1995
Size£1,982m
Yield4.2%
Dividends paid25th day of each month

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.8%
Ongoing Charges Figure0.96%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning