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Fidelity Wealthbuilder A Acc

Ranked 14 out of 20 in - Global (High UK) over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide long term capital growth through global exposure to higher risk assets (such as equities). The Fund will primarily invest in funds (including funds managed by Fidelity). The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.

Showing fund performance in United Kingdom View performance globally

Performance

Global (High UK) over : 31/03/2017 - 31/03/2018
  • Rank 14/20 Total Return
  • Rank 15/20 Standard Deviation
  • Rank 9/20 Max Drawdown
Fund Name Currency Loss
7 Lazard Managed Equity Inst Acc GBP GBP

-5.3%

8 Bay GBP

-5.8%

9 Fidelity Wealthbuilder A Acc GBP

-5.8%

10 S&W Witch General GBP

-6.0%

11 S&W Magnum GBP

-6.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 12.6% 5.4% 1.2% 1.1% 4.4%
2016 18.5% 0.2% 3.8% 9.6% 3.9%
2015 6.2% 9.8% -4.0% -7.4% 8.8%
2014 6.6% -0.4% 2.0% 1.5% 3.4%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date09/12/1996
  • Share Class size161Mn
  • Base currencyGBX
  • ISIN GB00B8FDN994

Purchase Info

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

Charges

  • Annual management1.40%
  • Initial investment1.4

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