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Fidelity Moneybuilder Income

Ranked 71 out of 108 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Ian Spreadbury

Ian Spreadbury earned a BSc in Pure & Applied Mathematics from the University of North Wales in 1972 and went on to gain an MSc in Mathematical Statistics from Sussex University in 1976. Immediately after he graduated, Spreadbury worked as an actuary for various employers before he moved into fund management with Legal & General in 1985. He joined Fidelity in 1995 and brings a cautious and long-term approach to the funds he runs which include the Fidelity Extra Income, Fidelity Moneybuilder Balanced and Fidelity Moneybuilder Income unit trusts along with a broad selection of offshore and institutional portfolios.

Objective

The Fund’s investment objective is to achieve an attractive level of income from a portfolio primarily invested in sterling-denominated (or hedged back to sterling) fixed interest securities

Performance

Sterling Corporate Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 6.7% 2.7% 2.1% 1.9%
2013 0.1% 1.7% -3.0% 1.7% -0.2%
2012 11.6% 2.1% 1.4% 5.5% 2.2%
2011 7.7% 1.0% 1.8% 1.5% 3.3%
2010 9.3% 4.7% 1.6% 4.9% -2.0%
2009 17.1% -2.2% 8.6% 9.2% 1.0%
2008 -5.5% -2.7% -1.8% 0.1% -1.2%
2007 1.8% -0.3% -2.0% 1.3% 2.8%
2006 0.7% -0.5% -1.5% 3.0% -0.3%
2005 8.4% 0.1% 4.4% 1.3% 2.3%
2004 6.8% 1.2% -1.3% 3.6% 3.2%
2003 5.9% 1.4% 3.4% 0.1% 0.9%
2002 10.1% 0.4% 3.3% 4.3% 1.8%
2001 6.8% 2.3% -1.3% 3.7% 2.1%
2000 7.8% 1.2% -0.5% 1.9% 5.1%
1999 -0.4% 0.6% -2.2% -2.0% 3.3%
1998 17.1% 3.9% 1.9% 5.7% 4.7%
1997 14.6% 1.4% 5.1% 5.3% 2.2%
1996 8.3% -2.8% 3.8% 4.0% 3.2%
1995 5.7% 5.7%

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 date12/09/1995
  • Share Class size847Mn
  • Base currencyGBP
  • ISIN GB0003863916

Purchase Info

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

Charges

  • Annual management0.8%
  • Initial investment0

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Fidelity’s Spreadbury: negative gilt yields not impossible

Fidelity Worldwide Investment’s bond fund manager Ian Spreadbury believes the impact of aggressive quantitative easing could see UK government bond yields drop below 1% and even turn negative.

Fidelity shortens duration on MoneyBuilder launch for Spreadbury

Fidelity Worldwide Investment has launched a fixed income fund for Ian Spreadbury, aimed at reducing the impact of future interest rate rises by shortening duration.

Aviva duo trim fixed income laggards and turn to equities

Peter Fitzgerald and Ian Aylward have been reducing their fixed income allocation in favour of equities in Europe’s developing markets, with Japanese value also in their sights.

Ian Spreadbury: UK 'will lose' AAA rating

MARKET REPORT: Today's upwardly revised GDP figure will not protect the UK's AAA rating, a fund manager warns. The FTSE 100 rises 0.4%.

Fidelity's Spreadbury: get ready for prolonged market mayhem

Fidelity bond manager Ian Spreadbury has warned investors to expect market volatility to be prolonged following the drastic falls seen across global markets.

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The Greek crisis has shown what happens to bond markets in countries that can't get a grip of their deficits, so what impact will the general election have here?

...more...

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