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Fidelity Moneybuilder Income

Ranked 82 out of 105 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

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.

Sajiv Vaid

Sajiv Vaid currently works for Fidelity as a co-manager on a number of Income funds alongside Ian Spreadbury. He was formerly the co-manager on the Royal London Corporate Bond. Vaid began his career as a trainee fund manager at Capel Cure Myers in 1994, and moved on to Fuji Investment Management three years later to manage fixed income funds. Born in India in March 1969, Vaid was educated in the UK and began his career armed with a bachelor’s degree in economic and social history from the University of Hull and a master’s degree in modern international studies from the University of Leeds. His interests include cricket and current affairs.

Objective

The Funds investment objective is to achieve an attractive level of income. The Fund will obtain exposure primarily to sterling-denominated (or hedged back to Sterling) fixed interest securities. The Fund may invest directly in fixed interest securities or may achieve exposure indirectly through the use of Derivatives. The Fund may also invest in other transferable securities, money market instruments, collective investment schemes, cash and near cash and deposits. Derivatives may be used for efficient portfolio management and investment purposes. The Fund may also take positions which enable it to benefit from falling asset prices.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.0% 0.7%
2016 9.1% 2.9% 3.4% 6.1% -3.4%
2015 -0.2% 3.0% -3.8% 0.8% 0.0%
2014 12.0% 2.7% 2.1% 2.1% 4.7%
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%

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 size322Mn
  • Base currencyGBP
  • ISIN GB0003863916

Purchase Info

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

Charges

  • Annual management0.80%
  • 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).