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Fidelity Moneybuilder Growth

Ranked 105 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

James Griffin

James Griffin graduated from IMD with an MBA degree. He joined Fidelity in 1995 as a research analyst covering various European sectors and in 1998 he was promoted to portfolio manager. James currently manages UK equities for institutional portfolios. Prior to joining Fidelity he worked for Byrne Fleming and Bank of Ireland.

Objective

The Fund's investment objective is to achieve a combination of income and long term capital growth from a portfolio primarily made up of the shares of UK companies. 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.

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -1.5% -3.2% 0.9% 1.2% -0.4%
2013 32.7% 14.0% 1.9% 6.1% 7.6%
2012 13.7% 7.2% -4.3% 5.9% 4.7%
2011 -8.7% 0.5% -2.1% -14.2% 8.0%
2010 16.5% 8.3% -11.1% 13.6% 6.5%
2009 21.2% -11.1% 10.9% 20.4% 2.1%
2008 -24.7% -8.5% 0.3% -13.0% -5.7%
2007 9.2% 4.1% 3.7% -0.5% 1.7%
2006 15.4% 8.8% -3.3% 2.8% 6.7%
2005 23.7% 4.9% 4.3% 10.6% 2.3%
2004 15.4% 1.8% 2.8% 2.6% 7.4%
2003 19.6% -7.5% 13.0% 5.5% 8.4%
2002 -22.4% 3.7% -9.4% -18.5% 1.3%
2001 -8.6% -6.4% 1.5% -13.3% 11.0%
2000 -0.9% -4.6% 0.6% 2.8% 0.3%
1999 13.6% 8.5% 1.2% -5.9% 9.8%
1998 16.9% 17.5% 0.2% -13.6% 14.9%
1997 23.9% 5.2% 4.5% 13.1% -0.3%
1996 19.8% 5.4% 3.2% 4.0% 5.9%
1995 6.5% 2.6% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 7.36
GlaxoSmithKline PLC ORD 6.74
Lloyds Banking Group PLC ORD 5.86
Rolls-Royce Holdings PLC ORD 4.13
Wolseley PLC ORD 4.00
Vodafone Group PLC ORD 3.77
Barclays PLC ORD 3.45
British Sky Broadcasting Group PLC ORD 3.34
AstraZeneca PLC ORD 3.33
ROCHE HOLDING G PAR 3.00
31/08/2014

Registered For Sale In

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

Fund Info

  • Launch date14/02/1994
  • Share Class size499Mn
  • Base currencyGBP
  • ISIN GB0003863353

Purchase Info

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

Charges

  • Annual management1.0%
  • 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).