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Fidelity Wealthbuilder

Ranked 17 out of 25 in - Global (High UK) over 12 months
All calculations are in GBP

Objective

The fund’s investment objective is to achieve long term capital growth by investing primarily in collective investment schemes, including schemes managed by Fidelity in order to obtain exposure to global markets. The fund may also invest directly in transferable securities, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.

Performance

Global (High UK) over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.0% -0.4% 2.0% 0.4%
2013 21.7% 13.1% 0.7% 2.5% 4.2%
2012 12.6% 9.1% -4.8% 5.6% 2.7%
2011 -11.4% -0.7% -0.3% -15.0% 5.3%
2010 18.5% 9.5% -9.9% 8.8% 10.3%
2009 22.2% -7.9% 8.4% 19.2% 2.8%
2008 -24.2% -10.5% -0.7% -10.5% -4.7%
2007 8.1% 3.1% 3.8% 0.0% 1.0%
2006 5.3% 8.2% -6.5% 0.1% 4.0%
2005 26.4% 1.9% 5.4% 10.3% 6.7%
2004 9.8% 2.4% 1.2% -0.1% 6.1%
2003 23.5% -4.5% 14.8% 6.0% 6.3%
2002 -20.9% 5.7% -10.6% -18.3% 2.5%
2001 -8.5% -7.7% 5.9% -19.6% 16.5%
2000 2.9% 3.9% -1.2% 3.3% -2.9%
1999 48.0% 14.8% 6.4% -2.2% 23.8%
1998 20.4% 12.8% 3.4% -15.2% 21.7%
1997 15.4% 4.4% 5.2% 10.1% -4.6%
1996 -4.5% -4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Cash and Other Assets 1.71
SSgA SPDR S&P US Dividend Aristocrats ETF 1.59
GlaxoSmithKline PLC ORD 1.55
Sanofi SA ORD 1.13
HSBC Holdings PLC ORD 1.02
Royal Dutch Shell PLC ORD 1.00
Lloyds Banking Group PLC ORD 0.95
ROCHE HOLDING G PAR 0.68
Shire PLC ORD 0.65
USD Cash 0.64
30/06/2014

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date09/12/1996
  • Share Class size790Mn
  • Base currencyGBP
  • ISIN GB00B8FDN994

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.4%
  • Initial investment3.5

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