Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity MoneyBuilder Dividend A Inc

Ranked 99 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Michael Clark

Michael Clark has been working in investment management for well over two decades. An economics graduate from Cambridge University, he started out working as an analyst for Morgan Grenfell in 1986. After a two year stint he joined Enskilda where he worked until 1994 before joining JP Morgan. He then joined Fidelity International in 2002 where he runs a number of Fidelity funds including the Fidelity Enhanced Income and the Fidelity MoneyBuilder Dividend.

Objective

The Funds investment objective is to achieve a combination of income and long term capital growth from a portfolio primarily made up of investments in the UK, including ordinary shares, preference shares, convertibles and fixed interest securities. The portfolio is likely to have a bias towards larger companies, although the ACD is not restricted in its choice of company by either size or industry.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.1%
2017 4.5% 5.3% 1.4% -2.4% 0.3%
2016 6.7% -1.0% 2.2% 6.0% -0.6%
2015 7.6% 6.0% -2.4% -0.6% 4.6%
2014 7.4% 2.7% 3.6% -0.7% 1.6%
2013 22.4% 13.6% 0.4% 2.8% 4.5%
2012 10.9% 3.9% 1.6% 4.3% 0.7%
2011 8.1% 2.0% 3.7% -3.7% 6.1%
2010 10.6% 3.5% -5.9% 8.8% 4.5%
2009 16.2% -11.2% 6.5% 15.5% 6.3%
2008 -24.2% -11.7% -7.3% -6.8% -0.7%
2007 0.1% 2.2% 3.1% -3.6% -1.5%
2006 14.4% 7.4% -2.5% 5.2% 3.9%
2005 20.6% 3.6% 4.5% 6.2% 4.9%
2004 19.2% 2.5% 4.9% 3.4% 7.2%
2003 23.2% -5.1% 15.0% 5.1% 7.4%
2002 -20.4% 6.3% -7.8% -18.0% -1.0%
2001 -4.3% -4.4% 3.4% -11.9% 9.8%
2000 3.4% -5.1% 2.6% 2.4% 3.8%
1999 10.4% 8.3% 1.9% -6.3% 6.8%
1998 19.2% 16.9% -0.2% -9.0% 12.2%
1997 30.3% 5.6% 6.1% 14.8% 1.3%
1996 17.1% 2.1% 3.8% 4.6% 5.7%
1995 19.8% -0.3% 4.4% 8.5% 6.1%
1994 -11.1% -4.9% -7.3% 3.6% -2.7%
1993 25.4% 9.0% 1.2% 6.3% 7.0%
1992 22.9% -5.9% 12.4% 1.2% 14.7%
1991 5.8% 19.9% -6.7% 6.5% -11.2%
1990 -16.7% -7.8% 4.4% -18.4% 6.1%
1989 25.0% 14.2% 2.3% 5.9% 1.1%
1988 12.6% 4.6% 6.9% -0.5% 1.2%
1987 18.7% 28.0% 14.5% 11.3% -27.2%
1986 53.4% 19.2% 15.4% 2.1% 9.1%
1985 23.2% 11.6% -0.1% 7.9% 2.5%
1984 34.0% 22.4% -5.3% 6.3% 8.8%
1983 39.5% 13.9% 9.7% 5.8% 5.6%
1982 22.1% 11.0% -3.9% 6.4% 7.5%
1981 28.8% 15.6% 10.4% -10.6% 12.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date10/11/1980
  • Share Class size134Mn
  • Base currencyGBX
  • ISIN GB0003860904

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Dividend cover dives into dangerous waters

Payout ratios in the UK continue to steadfastly drop, but a sunnier future may be on the horizon

Stretched valuations have left US and UK equity markets exposed

Sky-high valuations in the US and fragile consumer support in the UK mean experts are increasingly highlighting markets elsewhere in the search for attractive equity plays

Political uncertainty has equity investors seeking sanctuary

Donald Trump, Brexit, and European elections have equity investors pining for a predictable political landscape, but US large caps and well-known consumer brands offer steadier hope.

Bank sums don’t add up for Fidelity’s Clark

Bearish about banks and lukewarm about oil and gas, Fidelity’s Michael Clark is backing Tesco for its high yield and is boosting income with covered call option overlays.

Make a beeline for Bolton, says Merrill

Investors in the Fidelity European Values investment trust should consider following its highly regarded manager Anthony Bolton to another of his funds at Fidelity when he hands the trust over, says Merrill Lynch.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).