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Fidelity Moneybuilder Income

Ranked 36 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 : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.7% 2.1% 2.1%
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 size706Mn
  • Base currencyGBP
  • ISIN GB0003863916

Purchase Info

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

Charges

  • Annual management0.8%
  • Initial investment0

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...more...

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