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Fidelity Moneybuilder Global Acc

Ranked 3 out of 21 in - Global (High UK) over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global (High UK) over : 31/12/2014 - 31/12/2015
  • Rank 3/21 Total Return
  • Rank 20/21 Standard Deviation
  • Rank 19/21 Max Drawdown
Fund Name Currency Loss
17 Sylvan Alder Investment Inc GBP

-11.8%

18 Fidelity Wealthbuilder Acc GBP

-12.0%

19 Fidelity Moneybuilder Global Acc GBP

-12.1%

20 Thesis KES Equity Inc GBP

-12.2%

21 Broden Inc GBP

-12.8%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 5.8% 9.7% -4.1% -7.5% 8.7%
2014 6.1% -0.6% 1.9% 1.4% 3.2%
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 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2015

Top 10 Holdings

Stock Size
USD Forward Contract 3.09
SSgA SPDR S&P US Dividend Aristocrats ETF 1.89
Lloyds Banking Group PLC ORD 1.29
Roche Holding AG Par 1.23
EUR Cash 1.19
Barclays PLC ORD 1.02
GlaxoSmithKline PLC ORD 1.02
HSBC Holdings PLC ORD 0.89
Novartis AG ORD 0.87
Sanofi SA ORD 0.83
31/07/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/02/1988
  • Share Class size417Mn
  • Base currencyGBP
  • ISIN GB0003363297

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0

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