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Fidelity Moneybuilder Global Acc

Ranked 16 out of 24 in - Global (High UK) over 12 months
All calculations are in GBP

Objective

Fidelity MoneyBuilder Global's investment objective is to achieve capital growth. The Manager's policy is to invest in a wide range of authorised and recognised collective investment schemes managed and operated by Fidelity and which cover markets throughout the world.

Performance

Global (High UK) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.7% -0.6% 1.9% 1.4%
2013 20.9% 13.0% 0.5% 2.3% 4.0%
2012 11.8% 9.0% -5.0% 5.4% 2.5%
2011 -11.9% -0.8% -0.5% -15.1% 5.2%
2010 17.8% 9.4% -10.0% 8.7% 10.2%
2009 21.3% -8.1% 8.2% 18.9% 2.6%
2008 -24.7% -10.6% -0.9% -10.7% -4.8%
2007 7.5% 2.9% 3.7% -0.1% 0.8%
2006 4.6% 8.0% -6.7% -0.1% 3.9%
2005 25.6% 1.8% 5.3% 10.1% 6.5%
2004 9.1% 2.2% 1.1% -0.3% 5.9%
2003 22.7% -4.7% 14.6% 5.8% 6.2%
2002 -21.2% 5.6% -10.4% -18.5% 2.3%
2001 -8.7% -7.6% 5.5% -19.5% 16.3%
2000 2.3% 3.4% -1.0% 3.0% -2.9%
1999 47.0% 14.9% 6.3% -2.6% 23.5%
1998 18.5% 13.4% 2.9% -16.7% 22.0%
1997 16.0% 4.4% 5.3% 10.4% -4.4%
1996 9.6% 8.4% 3.3% -0.2% -2.0%
1995 4.3% 1.0% 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
SSgA SPDR S&P US Dividend Aristocrats ETF 1.65
GlaxoSmithKline PLC ORD 1.57
Cash and Other Assets 1.28
USD Cash 1.24
Sanofi SA ORD 1.22
Lloyds Banking Group PLC ORD 1.08
HSBC Holdings PLC ORD 1.02
Royal Dutch Shell PLC ORD 0.99
BG Group PLC ORD 0.69
British American Tobacco PLC ORD 0.68
30/04/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/02/1988
  • Share Class size508Mn
  • Base currencyGBP
  • ISIN GB0003363297

Purchase Info

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

Charges

  • Annual management0.5%
  • Initial investment0

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